Jerry is a financial advisor, a licensed CPA, and a Certified Wealth Strategist®. and he specializes in providing advice for tax-advantaged retirement planning strategies for owners of businesses and individuals. Jerry draws upon his work experience with one of the largest international accounting firms and companies ranging from a large international pharmaceutical company to smaller privately held businesses to provide advice to individuals and business owners.
Jerry provides comprehensive financial planning advice to his clients by also recommending appropriate levels of insurance including life insurance, disability insurance, long-term care insurance, and insurance funded retirement plans for businesses.
Jerry graduated from Indiana University with a degree in accounting and an MBA. This educational background along with his knowledge as a CPA and work experience allows Jerry to present optimal solutions to his clients to best meet their goals and objectives.