Gerry joined the agency in 1977 after graduating from The Ohio State University with a bachelor’s degree in insurance. Gerry went on to obtain his Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations from the American College. Gerry has been providing clients with astute Life, Financial Services*, Retirement*, Estate and Business Planning for more than 30 years.
Gerry has also found time to donate his efforts to the local branch of Kiwanis, where he currently serves as the Lieutenant Governor. He is also a past officer of the Cleveland chapter of Financial Professionals and Past President of the Local Insurance Financial Advisors. Gerry prides himself on planning your money around your life.
*Securities and advisory services are offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.