Jerry loves coaching families to become empowered with the clarity and confidence to take control of the cash flow that comes through their household. He specializes in supporting those entering and/or navigating their life “after employment.” He enjoys sharing the knowledge he has attained from over 30 years of experience and looks forward to the challenge of helping others solve their retirement puzzle.
Jerry has published articles on retirement investing in the Charleston Post and Courier and featured in the Dow Jones Investment Advisor magazine. Over 50,000 people have heard him on “WTMZ’s Senior Moment.” He is also the author of Insiders’ Secrets to Portfolio Insurance. This book focuses on Simple Techniques for eliminating the Threat of loss in your portfolio.
He has used his financial acumen to benefit thousands of South Carolina retirees and the community as former Chairman of the Dorchester County Board of Disabilities and Special Needs.