Jeremy Lowe
From my early teens, I knew that I wanted to work in the investment industry in some capacity. In fact, I was able to convince my parents to take one day off per semester during my last two years of high school to spend the day with a friend of the family who was a stockbroker. From there, I attended Robert Morris College (now University) graduating cum laude with a degree in Finance and Economics.
My formal education includes programs such as the Chartered Retirement Plans Specialist Designation Program, the Certified Financial Planning Professional Program through the College for Financial Planning, and the Accredited Investment Fiduciary Training program at the Center for Fiduciary Studies. I attained my CFP® certification in 2006 and believe that this should serve as a prerequisite for being able to work directly with clients. However, the best education that I continue to benefit from is the experience of working in this industry over the last sixteen years – and the desire to continue learning.
Through a lot of hard work, sacrifice, and some good fortune, I have been blessed to spend my career working with families to achieve their financial goals… and could not imagine a more rewarding way to spend my days.
My wife Amanda and I have made our home in Wheeling and spend the bulk of our “free time” with our children Jack, Andrea, and Nicholas. If I can find time, I enjoy charcuterie, coaching youth wrestling, and being outdoors.