Jerry has over 20 years of experience in financial services. His primary focus is on wealth accumulation and distribution strategies with an emphasis on providing a level of service that investors expect and deserve. Jerry helps clients manage risk through life insurance and disability planning. He is experienced in qualified retirement plan design and business continuation strategies for small business. Jerry is very knowledgeable in helping people plan for retirement, design income strategies and create their legacies.
Jerry resides in Superior with his wife, Bernadine. They have 2 children, Stephanie and Paul, both graduates of the University of Minnesota—Duluth. He has served 2 terms as a county 4-H board member.