Jerry graduated from Southern Illinois University with a Bachelor of Science degree in Finance. A lifelong resident of the Chicago northwest suburbs, he began his professional career at a mortgage banking firm and was promoted to branch manager. During this time, he began building an income property portfolio and opened several successful independent family video stores in the area.
An interest in financial planning and investing led him to obtain his Series 7, Series 66, and Life Insurance licenses to begin helping others with their financial well-being. After several years as a Wells Fargo Advisor, Jerry opted to become an Investment Adviser Representative, preferring a more personalized client relationship. He feels this allows for more focus and attention on the specialized needs of his clients.
Jerry specializes in retirement, estate, education planning, 401(k), taxes, social security, and insurance needs. With a diversified entrepreneurial background, he is uniquely qualified to offer insightful feedback on mercurial financial interests of self-employed entrepreneurial business owners. These concerns may include how to discern between fixed and variable expenses, how to plan around an inconsistent income, and how to invest in your company and employees for optimal ROR (rate of return).
Jerry resides in the Crystal Lake area with his wife, daughter, and two dogs. He enjoys skiing, golfing, biking, and travel. Recognizing that financial habits begin early, he has a passion for educating high school and college students about fiscal responsibility and is currently planning a lecture series at local campuses.
He is passionate about philanthropy and donates significant time and resources to support the Boys and Girls Club of America. To help his clients incorporate philanthropy into their financial strategies, he can donate 20% of their financial planning fees to the charity of their choice.
He is available weekdays at his East Dundee office or will meet at a location convenient for his client. Additionally, he offers weekend hours by appointment.