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Jeremy S. Dvorak, CFP®, CASL®

Jeremy S. Dvorak, CFP®, CASL®


 Jeremy S. Dvorak, CFP®, CASL®

A career in financial planning was in the making after Jeremy realized he had an aptitude for accounting while working at his high school’s bank. Now as a CERTIFIED FINANCIAL PLANNER™ professional with more than 15 years of experience, Jeremy thoroughly enjoys working with his clients, firmly believing in consistently providing every client he serves with the best experience possible and solid results. Instinctively knowing that human beings tend to put things in silos, Jeremy works with his clients to provide a holistic approach to their financial life, so they have clear understanding of how all the components work together.

Continually seeking ways to better serve his clients, in 2019, Jeremy started an independent financial planning practice in Ellicott City, MD. In 2020, Jeremy partnered with PFG recognizing their shared common goals and client-centric philosophy and continues managing the Ellicott City office. Prior to establishing his own practice, Jeremy also spent 7 years with M&T Securities as one of their top advisors and was a standing member of the President’s Advisory Council.

Jeremy received a B.A. in Economics with a focus in Financial Planning from Towson University where he excelled in finance. As a life-long learner, Jeremy has earned various credentials including Series 6, 7, 63, 65, and 24 and numerous State Life and Health Insurance licenses. He is also a Chartered Financial Consultant and a Chartered Advisor for Senior Living with extensive experience supporting divorced or widowed women planning for or already enjoying retirement.

A resident of Westminster, Maryland, Jeremy lives with his wife Kelly, daughter Lilly, and two dogs Cole and Summer. He’s active in the community serving as Treasurer on the Board of Directors for COGS, a Howard County, MD based network of professionals committed to serving older adults. He is also an ALLY member of the Maryland LGBTQ Chamber of Commerce and an avid member in the Izaak Walton League of America. When not in the office, he enjoys shooting competitive skeet and is a perennial qualifier for the Maryland State Team. Jeremy also enjoys just about anything to do with the outdoors, especially camping, fishing, exercising, and working with his hands to fix and build projects around the house.

Jeremy wholeheartedly follows his own set of Guiding Principles for every aspect of his life.

Honesty – Be who you say you’re going to be.
Integrity – Do what you say you’re going to do.
Kindness – Treat all others with respect.

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