Jerry began his career in the financial services industry in 1985. He specializes in portfolio development and has achieved the Certified Financial Planner™ certification and Certified Private Wealth Advisor ℠ and Certified Investment Management Analyst ℠ designations.
A Native of New Castle, Delaware, Jerry has lived in the Bel Air area since 1988. He attended the University of Delaware where he earned his bachelor’s degree in History with a minor in Biology. He currently serves as an active board member of the YMCA of Central Maryland’s Harford County Community Leadership Board.
Jerry and his wife Liddy have been married since 1985. They have four boys: Patrick, Andrew, Jamie and Zachary.