Experience and Education

As a senior consultant in the firm’s insurance solutions department, Jerry supports wealth advisors and clients with risk management solutions related to life, disability and long-term care insurance. He believes in the importance of incorporating insurance as part of a wealth management plan with the goal of helping clients achieve their long-term objectives. 

He has more than three decades of insurance experience, including in the retail and wholesale channels. Jerry joined Mariner from Raymond James Financial, Inc., where he was a regional insurance and planning specialist. Prior to that, he was a registered representative at Woodbury Financial Services, a subsidiary of The Hartford. He moved to that role after spending more than 15 years at The Hartford in various roles including senior account executive. 

Jerry has a bachelor’s degree in political science and speech from Ouachita Baptist University. 

Personal Interests

Jerry enjoys hiking and playing golf.  He is active in his church.