About Jerry...
Jerry has provided clients with planning and investment solutions for over 25 years. Multifaceted, goal-oriented, and highly organized professional, offering solid experience in financial planning, complemented with a diverse background within the insurance industry.
Jerry brings to the team critical thinking, problem-solving, and decision-making skills in identifying opportunities and providing relevant solutions. He holds many advisory related designations from The American College and The College of Financial Planning. He also has a BA in Finance from The Union Institute and University.
Jerry has held positions with other major firms as a manager, Senior Vice President, Vice President, and operated his own investment business for many years. He is the past president of the Greater Cincinnati Financial Planning Association (predecessor to the Financial Planning Association).
Jerry lives in Deerfield Township with Mona and has two grown children and two grandchildren. His wife, Mona, is the Director of Fine Arts at Cincinnati Hills Christian Academy. Jerry enjoys learning new things, painting, cycling, golf and being outdoors.
