Jerry entered the life insurance profession after graduating from the University of Missouri with a Bachelor’s of Science in Mathematics. In April 1980, he became a corporate advisor with Manufacturer’s Life Insurance Company and served on the President’s Council from 1982 through 1995. Jerry began using the strong, stable products offered through MassMutual in 1996. Jerry founded his firm with the purpose of helping people secure their future and protect the ones they love. He specializes in customized planning for high net worth individuals and organizations. His practice primarily focuses on delivering exceptional service and superior comprehensive planning and wealth management for medical professionals.
He consistently earns the exclusive honor of Massachusetts Mutual Life Insurance Company’s Top of the Council, which recognizes its top 1% of financial professionals in the country. In 2006, Jerry was the distinguished recipient of the ELIF (Exceptional Level of Insurance in Force) Award, recognizing excellence in Life Insurance. Jerry was also a founding member of the Blue Chip Council, made up of the elite producers at MassMutual. He has also been featured in several articles in physician services magazines and has presented at various local financial services meetings.
In 2003, he began working with physicians and dentists who were misled about the specifics relating to the benefits and funding of wealth accumulation plans with favorable tax benefits. Working along with a team of tax attorneys and third party administrators, Jerry assisted these clients in converting their incorrect plans to compliant defined benefit plans. Jerry was requested as an expert witness and ultimately many of his clients avoided penalties and loss of retirement savings. Jerry considers it a privilege and honor to work alongside his clients to help them obtain their financial goals. He understands the importance of planning for the future and continues to enjoy helping clients put together the pieces of their financial picture.
Jerry and his wife, Rhonda and their children live in Brentwood, Tennessee. He has excitedly welcomed his son, Robert, into the financial services industry and enjoys working alongside him. Jerry’s passions include his faith, spending time with his family, and work. He enjoys golfing and pheasant hunting. Jerry and Rhonda also support the work of the Interfaith Dental Clinic and the Nashville Symphony.
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