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