Gerald “Jerry” has been helping individuals and business owners grow and protect their wealth for a secure financial future since 1993. Before joining 1847Financial in 2017, he served as a financial advisor for Pennwood Financial Group, an office of MetLife. His mission is to educate, plan and implement strategies for clients that will provide for maximum wealth accumulation, protection and estate planning. At the core of his business he believes in building long lasting relationships based on honesty, integrity and doing what is right for the client.
Jerry received his undergraduate degree and master’s degree from Andrews University of Michigan and the LUTCF designation from American College in Bryn Mawr, PA. He is a registered representative of Hornor, Townsend & Kent with his series 6 and 63 licenses.
Jerry, father of two grown sons, is a long-time resident of New Cumberland, Pennsylvania where he gives back to the community by volunteering in the New Cumberland Olde Towne Association and serving on the board of directors of the Cumberland Senior Housing Associates. His passion, when not helping clients reach their financial goals, is playing and performing with his cello, gardening, building stained glass lamps and windows, creative writing and public speaking.