Jerry is the founding partner of Retirement Strategies, Ltd. In addition to client service and account management responsibilities he coordinates our risk management services with particular knowledge and expertise in developing long term care strategies as well as eldercare services. He also serves on the board of Central Ohio Professional Education Council (COPEC), a 501(c)(3) non-profit education organization.
Jerry graduated from Ohio University with a B.S. degree in communications and a Minor in Business Administration. He later earned his MBA with emphasis in personal finance from Xavier University. Over the course of his career, Jerry has attained his Certified Financial PlannerTM certification and maintains active membership in the Financial Planning Association (FPA).
Jerry is a lifelong resident of Columbus, Ohio. He is a member of First Community Church and has served as a deacon, a trustee on the First Community Foundation, a youth enabler, and as a member of the Board of Ushers. Jerry is a member of the Ohio State University Presidents Club. His civic activities include being a past trustee of the North-West Civic Association, Kiwanis and Big Brothers/Big Sisters and a trustee on the Upper Arlington Commission on Aging.
Jerry currently lives in Dublin, Ohio with his wife Nancy.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification
marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S., which
it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing