Focus: Insurance Strategies, Investment Strategies, Special Care, College Funding Strategies, Charitable Giving, Retirement Income Planning, Retirement Strategies, Estate Planning, Financial Education
Jerry has been active in the financial services industry for over 40 years. Jerry retired as General Agent of The Washington Group of MassMutual in 2004. Realizing that families with special needs members face unique financial challenges, he started The Washington Group Special Care Planning Team. The Washington Group Special Care Planning Team’s mission is to help make a positive difference in the lives of individuals with special needs, their caregivers, and other family members. Their knowledgeable and dedicated special needs planners assist families with developing valuable financial strategies and creating strategic financial solutions that integrate with government programs. The Special Care Planning Team has developed a unique network of professionals within the special needs community. This devoted network assists families, not only with their financial planning, but also provides a wide range of expertise to fit the diverse concerns of individuals with special needs and their families.
A pioneer and advocate for the special needs community, Jerry has spoken across the country at various conferences, forums, and panels dealing with issues and planning for the special needs community (World Congress on Disabilities, Academy of Special Needs Planners Conference, National Down Syndrome Congress, ATAXIA Conference, NDSS Adult Summit, Huntington’s Disease Society of America, Disease etc.). He has been a guest on numerous radio talk programs (Hugh Hewitt Show, Sirius XM’s Dr Radio Show, etc.).
Jerry received the Chartered Special Needs Consultant (ChSNC) designation on June 1, 2011. He was a part of the first conferment by the American College regarding the new ChSNC designation. Jerry earned his Chartered Life Underwriter (CLU), and Chartered Financial Consultant (ChFC) designations also from The American College. Jerry is also certified in Long Term Care (CLTC). He holds a Life/Health Insurance license and Series 7, 63, 24 & 65. Jerry graduated from Virginia Tech in Blacksburg, Virginia.
Virginia Tech (1969-1973)
American College and MassMutual Center for Special Needs Advisory Board Member
Inducted into the Virginia Tech College of Science Hall of Distinction
Member of the Virginia Tech Foundation Board
Virginia Tech National Campaign Chairman for the College of Liberal Arts and Human Sciences
Member of the Virginia Tech Dean's Roundtable Executive Committee for the College of Science
Life member of Alpha Phi Omega Service Fraternity
Charter member and Past President of the Fair Oaks Rotary Club
Recipient of the Eleanor Sue Finkelstein Award for Special Needs
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530 Gaither Rd #350
Rockville, MD 20850