Skip to Content
Headshot of Jeremy Chambers

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.

View More of Jeremy's Experience

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
Consumer sentiment slips to lowest level this year
Jim Baird Wealth Management
Blog August 17, 2018 1 min read
Market perspectives
Jim Baird Wealth Management
Article August 17, 2018 4 min read
Construction, the economy and the outlook for Michigan
Jim Baird Wealth Management
Podcast August 16, 2018 9 min listen