Jerry started his career with AXA Advisors in 1999 after graduating from the Pennsylvania State University. As he built his practice, he continued to focus on what was most important to him-his clients.
His main objective is to create financial plans that his clients can understand and are comfortable implementing. Financial planning does not have to be complicated and he prides himself in taking the time to educate his clients. His belief is that a well-informed client has the confidence to make financial decisions which will impact their lives and the lives of their loved ones for generations to come.
In order to better serve his clients, Jerry co-founded The Rockland Group-Wealth Management, LLC. He serves as the managing partner and CEO. The Rockland Group provides advice for thousands of households and has over $500,000,000 in assets under management.
Although Jerry gets to interact with his clients daily, he also enjoys mentoring the next generation of financial planners. Jerry believes he can impact the lives of even more people by helping other financial planners to better understand their roles in helping others.
Jerry resides in Northampton with his wife Heather and their three children Trey, Ava and Grady.
Education, Professional & Civic Affiliations
Graduate of Pennsylvania State University in 1997.
FINRA Registrations: Series 24, 63, 65, 6 and 7
FINRA Registered in:
SC, WA, RI, PA, NJ, NY, FL, NC, NM, NV, OH, & GA
Life and Health Licenses:
PA, NJ, NY, NC, OH, RI, WA, MD & FL
A large part of Jerry’s practice has been and continues to be working with public school educators:
He supports professional organizations such as Pennsylvania Association of School Business Officials (PASBO), the Pennsylvania Association of Career and Technical Administrators (PACTA), and the Lehigh Valley ASBO.
Jerry is also a life member of the Pennsylvania State University Alumni Association.