Board Member

Moneta Group | Senior Financial Advisor                                             

Jerry is an experienced senior financial advisor, skilled in securities, asset management, investment strategies, retirement planning and equities. As a “Family CFO,” Jerry works with families, professionals and business owners, combining institutional level knowledge and consistency with a personalized relationship to help simplify and meet complex needs.

Being raised in the home of an alcoholic, Jerry has empathy for the effects of addiction on individuals and families. He is deeply concerned by the pandemic of addiction that is growing exponentially. Jerry is passionate about working to stop this significant social issue by helping young adults recovering from addiction as well as their families.