Focus
Gerry strives to provide stability in a fast-changing financial marketplace through investment management and financial planning. He likes to work with directly with clients in helping to achieve their financial goals and needs.
Education, Awards & Credentials
- Education:
- Bachelor of Science, Financial Management, Saint Joseph’s University
- Credentials:
- ChFC – Chartered Financial Consultant – American College
Outside the Office
Gerry, from Montgomery County, PA, values spending quality time with his son and daughter. Gerry and his family love to travel, attend outdoor concerts, sporting events, and trips to the beach. Gerry is active through travel, golf, and bike rides. He loves to plan fun events with family, friends and co-workers. Guided by the principle of being “honest and direct,” Gerry brings a strong sense of integrity and honesty to both his personal and professional endeavors.
