I am the Branch Operations Manager for Kremer Associates, providing our clients with personalized face-to-face service and handling tasks related to research, trading, and portfolio management. I received a Bachelor’s degree, with double majors in Administration and Management Science, and Economics. My previous experience handling risk management and mortgage loan portfolios for UFT Mortgage gave me valuable knowledge and expertise that I now use to serve our clients. I am also a registered representative with LPL Financial.
I’ve been in the financial industry for 18 years, and while I love the investment management and financial planning aspects of it, the thing that keeps me motivated is helping our clients pursue their goals. I’ve learned that every person’s financial situation is unique, and finding the right solution for each client is an incredibly rewarding puzzle to solve.
I live in McCandless Township with my wife, Cathy. I enjoy weightlifting, and volunteering as a mentor to many high school and college student-athletes.