As an independent Wealth Advisor, Jerry has found the career that is right for him. He has been in the industry for over 20 years and after starting his journey at a large, institutional firm, he quickly found that the independent service model was a better fit for him. He founded Todd Financial Group, which is now Engage Retirement, where he serves as a fiduciary for his clients. This independence allows him to make a profound difference in his clients’ lives and he is passionate about helping them do the right thing.
In addition to his decades of experience, Jerry also holds his Accredited Investment Fiduciary®, Chartered Retirement Plan Counselor, and Chartered Retirement Plan Specialist designations. These designations require advanced and continual training and education and allow Jerry to serve his clients to the best of his ability. He also has a Bachelor’s degree in Finance and his Master’s in Business.
In addition to his love for the financial industry, Jerry also loves spending time with his family, including his wife and three sons. His oldest, Jake, recently received a degree in accounting and is looking to continue his education by getting a Master’s degree. Middle son Jack is starting high school next year at Nex-Gen academy, which he is very excited about! And the baby of the family, Jaden, is a fun-loving soon to be fifth grader who loves learning and keeping up with his older brothers.