Jerry is an experienced financial advisor for educators and their families. He helps create, execute and monitor investment plans for his clients. Jerry’s business model is centered on creating financial lesson plans for life. Jerry’s clients benefit from the service he provides in helping them meet their ongoing financial goals. Many of his clients also refer their friends and colleagues to Jerry. He is often a requested presenter for financial seminars, covering topics like retirement planning, insurance planning, credit strategies and how to be a savvy consumer.
Jerry has been active in the financial services industry since 1999. He is a Registered Representative and Investment Advisor Representative of GWN Securities, Inc., an independent registered broker-dealer. He is separately licensed to offer life, accident, health, disability and long-term care insurance. Jerry’s passion for planning for his clients’ financial futures led him to obtain the CLTC (Certified in Long-Term Care) designation. He has been a personal insurance agent and representative within the banking and credit card industries, which provides him with a comprehensive knowledge-base of financial matters.
Jerry loves to be with his wife and three daughters.