Jeremy Rhen was promoted to Partner and Leader of the firm’s Ewing Office in 2024 and remains a trusted Wealth Advisor at SAX Wealth Advisors. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®), professionally certified by the CFP Board, and holds his NASAA Series 65 License. He has over a decade of investment management experience, including his time as a Mutual Fund Trading Analyst at SEI Investments prior to joining SAX in 2014. In addition to his position at SAX Wealth Advisors, Jeremy is also the treasurer for the Pennington Business and Professional Association, which supports small businesses throughout the Hopewell Valley. Jeremy provides customized portfolio management, ongoing financia