Jeremy Suarez, CExP™, CEPA®
Login to view DISC.Jeremy Suarez is the Managing Partner at Tomoro, holding both CExP™ and CEPA® certifications specializing in exit planning. He focuses on comprehensive financial strategies for business owners and high-net-worth families, drawing on two decades of experience. He is a graduate of Fordham University, where he played baseball.
Residing in Colts Neck, NJ, with his family, Jeremy applies lessons learned from his time as a college baseball player to his professional life. He is described as a detailed manager who also serves as a hands-on mentor to associates within his firm, actively supporting their growth.
He has been recognized with multiple state and national "Top Financial Security Professional" awards for his client mentorship and innovative strategies.
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DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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