Jerry received his Bachelor of Science degree in Business Marketing from St. John Fisher University and has over 17 years' experience in the financial services industry.  As a Wealth Preservation Strategist, Jerry partners with financial planners, trust advisors, CPA's and Bankers to provide customized insurance solutions to their clients. These solutions include Income Replacement, Estate Preservation, Supplemental Retirement Income and Long-Term Care planning.  His business insurance strategies include Buy-Sell agreements, Executive Bonus Plans and Business Succession plans.

Jerry is an avid golfer, and he and his wife, Julie enjoy entertaining family and friends, as well as spending quality time with their twin grandchildren.