Acting as a Principal in BCG, L.L.C. (Benefit Consulting Group), Jerry specializes in Estate and Business Planning, Executive Compensation Planning and Qualified Pension Plans. He has many years of experience in Estate and Business Planning and also in the Financial Services and the Employee Benefits field.

During his career, Jerry has proven himself a true professional and industry leader. He earned the prestigious Chartered Life Underwriter (CLU) designation and his Accredited Estate Planner (AEP) designation. He has served as the President of the Syracuse Association of Life Underwriters, the New York State Association of Life Underwriters, and the Central New York Estate Planning Council.

Jerry has also been active as a Board Member of the Syracuse University Tax Institute, a member of the National Association of Insurance and Financial Advisors, Advanced Association of Life Underwriters, and the American Society of Financial Service Professionals (CLU’s).

Community activities include being past President of Syracuse University Hardwood Club and a Board Member of the Syracuse University Orange Pack. Additionally, Jerry has served with the United Way of Syracuse, CNY Heart Association, Make a Wish and many others. An avid golfer Jerry belongs to the Cavalry Club in Manlius, New York and Pinehurst Country Club of Pinehurst North Carolina. Jerry and his wife reside in Manlius, New York.