A TEAM OF HIGHLY KNOWLEDGABLE AND SKILLED PROFESSIONALS
READY TO BE YOUR GUIDE.
CO-FOUNDER
CO-FOUNDER
PRESIDENT
SR VICE PRESIDENT, HEAD OF SALES
CHEIF OF STAFF
CO-FOUNDER
Jeremy is the Founder and CEO of Coastal Wealth. With more than 20 years in executive level positions with fortune 500 companies, Jeremy is considered a financial industry thought leader who brings energy and passion to helping people preserve wealth. He graduated from Moravian College in Bethlehem, PA with a Bachelor of Arts degree in Finance and Political Science.
CO-FOUNDER
Harris’s storied 30+ year career began in 1989, when he launched his financial services practice with MassMutual and quickly established himself as a leader in the industry. He would rise quickly through the ranks of management, being named a Sales Manager (1993), Associate General Agent (1997), Managing Partner (2000) and General Agent (2003). He graduated with honors from the University of Delaware with a Bachelor of Science in Finance and attended Darden Business School’s Executive Leadership Program.
PRESIDENT
Joe’s mission is to help Agents get from where they are to where they want to be. His passion is growing revenue for Agents so they realize their dreams for their Agencies and their families. Joe’s career has included State Farm Agency and territory management w/ Farmers and MassMutual, winning several industry awards along the way. He enjoys giving back to his community via speaking engagements that focus on finding success after graduation and how to create & sustain great company cultures. Most recently, he returned to his high school alma mater and delivered Perkiomen School’s Commencement Address to the Class of 2023. He currently resides in the Philadelphia suburbs with his family.
SR VICE PRESIDENT, HEAD OF SALES
Greg began his insurance journey in 2006 in the marketing department of a large, national insurance company. After gaining tremendous experience within marketing, Greg switched positions within the company to a field sales consulting role. Greg has since worked in all aspects of the insurance industry from marketing, sales, & service, to Agency ownership as both, a captive, and as an Independent Agent.
CHEIF OF STAFF
Born and raised in Fort Lauderdale, Erin graduated from Pompano Beach High School and attended Florida State. She has been in the financial services industry since 2014. In her role as Chief of Staff at Coastal Wealth, a MassMutual firm, she plans and directs all administrative, financial, and operational activities of the firm.