About

Teddy Roosevelt once said, “Nobody cares how much you know until they know how much you care.” Since 1999, Jerry has approached financial planning in this way, with a sincere desire to understand not only the facts and figures of an individual or family, but also focused on hopes and dreams or in some cases what keeps you up at night? Financial planning done properly is life planning - a trusted and valued partnership spanning many years and multiple generations. This philosophy makes Jerry an ideal fit within Wealth Enhancement Group as he continues to help clients develop and implement their financial and life plans. Jerry is a resident of Malvern, PA with his wife Stephany, has three children and is a dedicated advocate of giving back to the community.

 

Education

  • BA - Economics, University of Massachusetts Amherst

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