Jerry serves as Vice President and Relationship Manager in the Wealth Management Division and is located in Palos Heights. He is responsible for servicing a variety of corporate retirement plans, personal and institutional investments clients. A 35-year veteran of the financial services industry, Jerry has served in various capacities including Chicago Region Manager for NBD Trust, Retirement Plans Product Manager at First Chicago/NBD Bank, and Trust Market Manager for Associated Bank.

Jerry earned his Bachelor of Liberal Arts degree from Governors State University in 1988. He holds several Professional Designations through the Wharton School of Business and the International Foundation of Employee Benefit Plans: Certified Employee Benefits Specialist (CEBS), Retirement Plan Administrator (RPA) and Group Benefit Advisor (GBA).

Jerry is a member of the Metropolitan Opera National Council Auditions, the Illinois CPA Society, and the Association for Corporate Growth. He is President-elect of his Rotary Club, Past President of the GSU Alumni Association and Past President of the Chicago Chapter of the International Society of Certified Employee Benefits Specialists.

Call 708-671-2845 to get connected with Jerry today.