Jerry is a Retirement Income Certified Professional ®, providing personalized, objective, and tax-sensitive investment consultation to wealthy individuals, families, and business owners. His unique background in Engineering and Technology allows him to thrive with the numerous financial technology (FinTech) solutions being deployed to Advisors and their clients. This combined skill set of Technology, Investments, and Financial Planning is unique in the industry and sets him apart from other advisors.Jerry specializes in the design and implementation of comprehensive retirement income strategies including; tax-efficient income distribution, social security integration, healthcare expense management, wealth transfer strategies, and long-term care expense. He also advises Retirement Plan Trustees and High Net Worth Clients in security selection and asset allocation.Jerry has over 30 years of financial technology and investment experience. He is currently a FINRA Series 7, Series 63 & Series 65 registered professional. He also achieved the prestigious designation of Retirement Income Certified Professional (RICP®) from the American College of Financial Services.Jerry graduated from Villanova University with a B.S. degree in Engineering and an M.S. degree in Computer Engineering.Jerry and his wife, Heidi, have three children Haley, Zach, and Cole. Jerry is a huge foodie and enjoys golf, skiing, and traveling with his family.