Jerry's mission is now, and has always been, to help create, preserve and protect the personal and business assets of his clients in a manner that will give them the financial security necessary for their and their families’ peace of mind.
He is fully aware of the ever changing tax laws, economic development and environment at any given time, and stays abreast of fast moving state of the art planning techniques which allow him to meet the specific needs of his very diverse client base. By using tools and products readily available or, if not available, creating strategies necessary to fill the void, he has built and maintained long lasting, successful, generational relationships.
Jerry's expertise in individual and family protection, his focused expertise in the areas of planning for Wealth Accumulation, Protection and Preservation, and Estate Conservation is an invaluable resource to his clients. The establishment of Executive Benefits and Business Succession Funding to his business clients has allowed for easy transition in the face of the many, sometimes difficult, situations that can arise in any business - be it family owned or corporate.
Jerry is a Chartered Financial Consultant (CHFC), a Chartered Life Underwriter (CLU) and is separately registered as an Investment Adviser with Eagle Strategies. A Registered Investment Adviser. Jerry is a past president of the Northern Virginia Association of Insurance and Financial Advisors, and is also past President of the Northern Virginia Chapter of the Society of Financial Service Professionals.
Jerry and his wife of 30+ years are the parents of 3 children and are Nana and Pops to 8 grandchildren. They are also parents to many "non-human" children and, taken as a whole, Jerry's family life is full of love, laughter and life every day!
His professional and personal involvement in his community has given him exceptional insight and very unique perspectives and resources to pass on to his clients. He is very active in his community serving both as a Lector and a Eucharistic Minister in his parish. He has served as the Chairman of the George Washington District, National Capital Area Council, Boy Scouts of America and has built more than one "tent city" to accommodate thousands of scouts and their families at camporees in our Nations National Parks. He is also very involved in the Mission of Mercy which, through the Northern Virginia Dental Society, provides dental services to those who, otherwise, would be denied these vital services.
Taken as a whole, these many years of professional and personal service have given Jerry a keen insight into the needs of families from all walks of life. His client’s well-being is always uppermost in his mind and his strategies for living have proven to be invaluable to their financial lives.??
Jerry strives to always offer and provide the most suitable, cost effective, and personalized portfolio for each of his clients which, in turn, leads to their ultimate peace of mind.
