Jerry works to help clients and their families prepare for retirement by focusing on education and safe money solutions. With more than 15 years of experience in the financial services industry, Jerry started his own firm in 2011 to help clients maximize their financial potential by developing plans that fit their individual needs and goals. “We help to alleviate stress clients have and find the right fit instead of doing what’s popular or trendy,” he says.
Jerry’s goal is to educate clients by making complex issues simple and easy to understand so they feel confident and comfortable approaching retirement. “I dedicate myself to optimizing each client’s financial future,” he says.