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Jeremy Chambers

Associate, Relationship Manager, CPFA, QKA, CIMA®
Southfield Wealth Management

Experience

As a relationship manager with Plante Moran Financial Advisors, I primarily consult with organizations on their defined benefit and defined contribution plans. My areas of expertise include investment menu design, participant education, investment policy statements, performance monitoring, and fee benchmarking. With a background in plan recordkeeping, consulting, and investment consulting, I have a deep expertise in the many ways clients can meet their retirement plan goals.

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Specializes In

I’m a Disney fanatic. Starting with my honeymoon and through all our family trips since, I’ve probably been to Disney World more than a dozen times, yet it never gets old.

Additional Thoughts

What to consider when evaluating financial wellness programs
Jeremy Chambers Wealth Management
Article June 28, 2018 2 min read
CPI unchanged in January, falling to 1.6% over past year
Jim Baird Wealth Management
Blog February 13, 2019 1 min read
Did the government shutdown have an impact on the economy?
Jim Baird Wealth Management
Blog February 7, 2019 1 min read
How has the outlook for equities changed in the past year?
Jim Baird Wealth Management
Blog February 7, 2019 1 min read