"I am grateful to have Jerry as a trusted advisor"
I have known Jerry as a neighbor and friend for over 30 years. For the last 20 plus years, Jerry has managed our family’s financial well-being. In the late 90’s, he ensured that my ailing mother was able to maximize her assets in her final years and we all had comfort knowing she was well taken care of. As time passed, we migrated our own portfolio to Jerry knowing it was in hands more capable and knowledgeable than we could ever accomplish on our own. Even so, Jerry has always been able to translate the complexities of financial planning into plain language to allow us to stay engaged and make informed decisions. - Vicky W.