Jerry serves as a Regional Director of Wealth Strategies in our Kalamazoo, MI office and provides high-touch client service that includes wealth management, financial planning, and integration of services. In addition to serving as a wealth advisor for HNW clients, he provides counsel to clients regarding their financial plans, integrating their estate plans and generational wealth transfer needs.
Before joining FLP, Jerry was an owner of Arcadia Investment Management Corporation (AIMC), a registered investment advisory firm that he joined in 2000. Prior to joining AIMC, Jerry was an integral part of Connable Office, a family office/private trust venture, where he was eventually an owner and co-trustee. Jerry started his professional career as a CPA with Ernst & Ernst. His area of expertise included SEC and multi-national manufacturing corporations, banks, colleges and universities, and not-for-profit organizations. In addition to his core auditing responsibilities, he was also involved in the multinational tax needs of the clients served.
While Jerry enjoys serving his clients, he also enjoys sailing/boating, cooking/baking, hunting, fishing and a variety of other sports and activities, including assisting his wife with her gardens.