About Jeremy

My background and experience

Welcome to Harborwa.com


 

Jeremy Shipp is an Investment Advisor Representative who has worked with individuals and families since 2006 to better their financial futures using cutting-edge strategies.

Jeremy’s mission is to help people maximize their lifetime wealth potential.  He does this by educating clients about the future impact of the financial decisions they are making today.  Jeremy specializes in retirement income planning by identifying financial blind spots and showing people strategies to maximize their cash flow both now and into the future.

He began his career in the banking industry with U.S. Bancorp and quickly ascended through multiple positions including personal banker, financial specialist and assistant branch manager.  After learning what the banking world had to offer clients, Jeremy decided to transition into a financial consultant role.  “It just allows me to better help my clients manage their overall financial picture on a long term basis.”  With all of the economic turmoil in the markets, the country, and around the world, it’s more important than ever to keep one’s wealth protected and secure…but also growing.

As a financial wealth consultant and strategist, Jeremy has always strived to show the people he meets how best to create greater safety, liquidity, predictability and rate of return for their assets.

Jeremy grew up in Ohio, is the older of two brothers, and received a degree in Mathematics from Marietta College in Marietta, Ohio.  When he’s not working he likes to workout, travel, watch Buckeye football, read and fish.

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He holds the Chartered Life Underwriter (CLU®) and Retirement Income Certified Professional (RICP®) designations.  These professional designations are earned after completing rigorous course work and testing that show a deep understanding and command of the principles essential to implementing a solid retirement plan.

Jeremy is a proud member of The National Association of Insurance and Financial Advisors (NAIFA®), The National Association for Fixed Annuities (NAFA®) and The Retirement Income Industry Association (RIIA®). He is a master mentor and sits on the advisory council for MoneyTrax, a wealth planning organization that has been nationally recognized for its unique financial planning approach and advanced training.

Jeremy is also a Professional Member of the American Association for Wartime Veterans.  AAWV is the oldest and largest organization advocating on behalf of veterans and surviving spouses for the VA Aid & Attendance benefit to help pay for assisted living / nursing home costs.

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Copyright © 2014 The Ziegler Group, LLC All rights reserved.
Investment advisory services offered through First American National Investment Advisors.
Insurance services offered through multiple insurance companies.