Jerry is dedicated to continuing his 44 years of providing guidance and advice to his clients to pursue their financial freedom. Jerry’s strong emphasis on understanding his client’s goals and objectives allows him to implement and design a customized financial plan that over the long term works toward those goals and objectives.
Jerry obtained his degree in finance and accounting through Bryant & Stratton, and Marquette University. His career started in 1975 at Northwestern Mutual Wealth Management with stops at Blunt Ellis & Loewi and B.C. Zeigler.
He holds his securities 7, 8, and 63 registrations through LPL Financial. Additionally, he holds his series 66 through LPL Financial and Freedom Wealth Alliance.
Jerry resides in Mequon, WI, he also has a vacation home in Neillsville, WI where he was born, and his grandfather came to America to farm in Neillsville. He is married to Laura Lee and has two sons Eric and Paul and has a grandson Easton.
Jerry is a dedicated hunter and forest conservationist. He enjoys hunting, fishing golf, gardening and his classic cars and Harley.
“Planning is bringing the future into the present so that you can do something about it now”