As a recent Rotary International President, Jerry aligned his theme with, “Making Dreams Real”. Achieving dreams may involve designing and monitoring an investment portfolio, working through estate and wealth transfer issues, education planning for children and grandchildren, or designing a retirement income plan to provide the clients confidence they will not outlive their money. It's about one’s whole life - not just their money. Money is the tool to enable one to live the life they want. As a CERTIFIED FINANCIAL PLANNER™ | CFP® Jerry uses financial literacy and other tools throughout his professional career and philanthropic endeavors to help dreams become a reality.
We look forward to hearing more about his goal as the Foundation Committee Chair and what we look forward to this coming fiscal year for district 5870!
