Jerry finds joy in building strong relationships with clients. He is a naturally skilled listener, and he focuses on gaining a deep understanding of his clients’ lives to help them prioritize their objectives and move forward with purpose. As a fiduciary advisor, he develops creative strategies to help them maximize their wealth and get on track for the life they want to live, and he works diligently to ensure their plans are carried out effectively.
Advising
Approach
Jerry views every client relationship as a partnership, and he enjoys working with people who are motivated to get ahead financially. His clients seek financial independence, and he has a genuine desire to see them succeed. He is constantly thinking about their goals and opportunities, looking for ways to help them move forward and simplify their finances. With his amiable nature and people-first approach, he becomes a trusted guide, helping clients make strategic decisions in every season of life.
Many of Jerry’s clients own businesses, and as a fellow entrepreneur, he understands the unique challenges and opportunities that come with the territory. He also knows how complex their lives can be, so he concentrates on simplifying the planning process. He takes a straightforward approach, focusing on their goals and helping them identify the clearest path to financial independence.
Education & Credentials
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant® (ChFC®)
- Chartered Retirement Planning CounselorSM (CRPC®)
- B.S. – Lehigh University
Awards &
Accolades
- Forbes Best-in-State Wealth Advisors – 2018, 2020, 2021, 2022, 2023
- Financial Times 400 Top Financial Advisers – 2017
Community Involvement
- United States Hunter Jumper Association
- United States Equestrian Federation
Personal Life
Jerry lives in Ocala, Florida, the “Horse Capital of the World®,” and two of his four horses live there with him (the other two enjoy the pastures of Pennsylvania). He is heavily involved in the equestrian community, riding competitively and volunteering at local horse shows. He lives a simple but fulfilling life, and he wouldn’t have it any other way—he spends his time working, riding horses, traveling, and playing tennis.
Q&A with Jerry
What’s the best vacation you’ve ever taken?
In 2019, a friend and I attended an invitation-only trip to Wimbledon in England. That, without a doubt, was the best vacation ever.
What is one thing you can’t live without?
Integrity.
What makes you laugh?
I know this sounds crazy, but I love watching The Golden Girls. I only watch it on my phone in the mornings at the gym, but it cracks me up.