Jeremy Shipp uses first-hand experiences combined with the ability to equate various financial aspects in providing well-rounded advice. His ability to connect with individuals one-on-one, as well as larger groups in his travels as a national public speaker, provide an excellent platform to educate on ways of growing and preserving wealth while gaining financial literacy. Shipp’s straightforward and direct approach is an unconventional but appreciated characteristic for his industry. He is dedicated to humanitarian efforts, evidenced by his support to countless families in applying for, and ultimately receiving, the Aid & Attendance Veteran’s Benefit.
Shipp’s customized financial strategies which incorporate asset allocation, financial management, retirement planning, and wealth succession, are the basis for his repeated appearances on CBS. He has also been featured in Forbes, Wall Street Journal, US News & World Report, The Street, and Yahoo! Finance, for his knowledgeable and proven concepts.