With a passion for providing estate and retirement planning, Jerry enjoys helping clients preserve and pass along their wealth to their families. It’s generational relationships like these that make his work fulfilling and his efforts all the more worthwhile. Though he no longer provides legal advice, his experience and knowledge as a former practicing attorney provides additional insight into the ins and outs of coordinating efforts with clients’ attorneys.
Jerry is a CERTIFIED FINANCIAL PLANNER™ professional, having completed the arduous CFP® certification process. He must also meet ongoing certification renewal requirements, and is held to rigorous ethical standards. As a Certified Investment Management Analyst®, a designation attained through The Wharton School and the Investment Management Consultants Association, he understands the financial complexities and risks that come with being in a high tax bracket, is well-versed in modern concepts of investment advice, and understands how individual investments work together. He is also a Chartered Retirement Planning Counselor. To achieve this designation, considered the nation’s premier retirement planning credential, Jerry demonstrated in-depth knowledge of the needs individuals face both before and after retirement – knowledge he uses today in helping clients plan for the future.
After earning a bachelor’s degree (with honors) from St. Vincent College in Latrobe, Pennsylvania, Jerry went on to receive his juris doctorate from Duquesne University School of Law in Pittsburgh. Today, Jerry resides in Cranberry Township and has a passion for golf and travel.
CFP® | Certified Financial Planner™ | Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.