Meet Our Team

Jerry Prentice, CLU®, ChFC®

Principal

For over 40 years, Jerry has been an active participant in one of the most important aspects of any family's wellbeing - the assurance of a stable and rewarding financial foundation.  His clients desires, wishes and needs are of utmost importance to him so, working together to form a well-oiled machine, has become second nature to him and to his clients.

After attending George Washington University, Jerry joined the United States Coast Guard where he served honorably for many years. Upon leaving the Coast Guard, Jerry embarked on a career in the financial services industry which gave him the opportunity to continue his desire to serve others in a manner that could prove invaluable to them.