Jerry has over 25 years of experience in the world of finance and investment services. Specializing in 401(k) / pension rollovers, IRA transfers, business retirement plans, college savings plans, long-term care, life and disability insurance, as well as tax deferred annuities.
Jerry worked as a specialist and trader on the floor of the Chicago Stock Exchange and co-owned a trading broker/dealership based in the heart of the Chicago Financial district. He also owned a small business for several years specializing in antiques, artwork, and collectibles giving him a distinctive insight into business financial needs.
Jerry and his wife currently reside on Long Lake in Birchwood, WI, where they enjoy the outdoors, boating, and their wonderful relatives, friends and neighbors.