With over three decades of experience in accounting and financial planning, Gerry has built a distinguished career marked by a commitment to excellence and client-focused service. As a Certified Public Accountant (CPA) and Registered Investment Advisor, Gerry brings a wealth of knowledge and a meticulous approach to every engagement.
A proud alumnus of the University of Dayton, Gerry earned a Bachelor of Science in Accounting, laying a strong foundation for a career defined by continuous learning and professional growth. Throughout Gerry’s career, he has developed extensive knowledge in individual and fiduciary income tax preparation and planning, ensuring clients receive the most comprehensive and accurate advice.
In addition to tax planning, Gerry has significant experience in investment account administration, emphasizing the interrelation between investments and tax strategies. He has forged valuable relationships with area attorneys to assist clients with trust creation and estate planning, demonstrating a holistic approach to financial security and legacy planning.
Outside of professional achievements, Gerry is an avid road cyclist, golfer, and boating enthusiast. He loves to travel and cherishes quality time with his spouse, reflecting a well-rounded and fulfilling life both personally and professionally.
With a proven track record and a passion for helping others, Gerry is dedicated to guiding clients toward financial success and peace of mind.