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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
Welcome to the 2019 Road Ahead
Jim Baird Wealth Management
Video December 13, 2018 1 min watch
The Road Ahead: Final thoughts
Jim Baird Wealth Management
Video December 13, 2018 2 min watch