Our Founder

K. Jeremy Ko, Ph.D.

‎‎K. Jeremy Ko is the Founder and CEO of ShoreUp Retirement Solutions, bringing over twenty years of experience in personal finance across academic, regulatory, and industry settings. He is recognized as a top expert in consumer and behavioral finance, with a focus on applying technology and data-driven insights to improve retirement planning outcomes.

His past professional experience includes leadership roles at the top robo-advisory investment firm (Edelman Financial Engines) where he worked on decumulation models and technology. He also previously served as a senior economist at the US Securities & Exchange Commission and an assistant professor of finance at Penn State University's Smeal School of Business.His educational credentials include a Ph.D. in financial economics from MIT’s Sloan School of Management and a BA in Physics from Harvard University. Across his professional experience, Jeremy has focused on his mission of helping families make smarter retirement decisions using technology that helps personalize and tailor decisions to the unique characteristics of the household.

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Our Professional & Community Memberships

Building Trust Through Collaboration With Respected Organizations
  • Greater Silver Spring Chamber of Commerce
  • SCORE (Service Corps of Retired Executives)
  • AARP (American Association of Retired Persons)