Jerry provides personalized financial guidance to a diverse range of clients, including individuals, executives, and families seeking private client services, as well as businesses in need of tailored corporate solutions. He prioritizes understanding his clients’ unique goals and concerns, carefully exploring all options before recommending a strategic course of action. Jerry holds Series 7 and 66 securities licenses and is a proud graduate of Pennsylvania State University. He lives in Newtown, PA, as the oldest of three siblings. In his free time, Jerry enjoys quality moments with family and friends, spending summers at the Jersey Shore, and cheering on Philadelphia’s and Penn State’s sports teams year-round.