Gerry grew up in Port Jefferson, New York and moved with his family to South Florida in 1982 to further his education. He earned his bachelor's degree in Business Administration in 1986 and his Master of Accounting degree in 1987 from Florida Atlantic University. In 1989 he attained his Certified Public Accounting designation and relocated to Stuart, FL. As a Senior Accountant for Proctor, Crook & Crowder CPAs, his dutie included preparing federal and state income tax returns, assisting clients with their tax planning and researching various advantageous tax strategies for his clients.

Gerry was an active member of the The Council on Aging of Martin County's Finance Committee and a supporter of the organization recognizing that many of his clients have and will benefit from the services The Council on Aging provides. Additionally, he is a former President of the Florida Institute of Certified Public Accountants Sailfish Chapter. Gerry also has an enormous passion for animals and is an advocate for the Treasure Coast Humane Society.

Originally from Pembroke Pines, Florida, Jeff currently resides in Palm City with his wife, Deanna, and their two young children, Justin and Delaney. By raising children in Palm City, Jeff and his wife commit themselves to both the Education Foundation and the local classrooms of Martin County. Jeff is an active board member of the Education Foundation and the Florida Institute of Certified Public Accountants as well as a former board member of Big Brothers / Big Sisters and Advocates for the Rights of the Challenged of Martin County.

Jeff earned his bachelor's degree in both Accounting and Finance from Florida Atlantic University and subsequently attained his Certified Public Accounting designation. He began his career as an auditor for Ernst & Whinney, CPAs and relocated to Martin County in 1991 where he accepted a position as a controller at Northside Marina. In 1999, Jeff and Gerry decided to form the Saelzer / Atlas Wealth Management Group to give each individual investor the one-on-one attention that should be expected in this industry. Later he voluntarily obtained his Certified Financial Planner™ designation, a rigorous process that includes demanding education, examination, experience and ethical requirements.

Kathy is a Chicago native and moved to South Florida with her husband, Jim, in 1971. She and Jim currently live in Port St. Lucie near their two children and three grandchildren, Tyler, Ally and Erin. Kathy brings 28 years of experience and a wealth of knowledge in the financial services industry to the Saelzer / Atlas Wealth Management Group. She has worked alongside Gerry and Jeff for the last eight years and shares their commitment to both an excellent and personable client experience. Additionally, Kathy is registered and currently holds a series 7 license.

Jackie and her family are originally from Dallas, Texas and relocated to Palm Beach Gardens, FL where she currently lives. She joined the team in 2006 after graduating from the University of Central Florida in Orlando with a Bachelor's degree in Business Finance. She currently holds a Series 7, 66 and Life, Health and Variable Annuity license. Additionally, Jackie is an active member of the Junior League of Martin County.