Jerry is a co-founder of Family Meridian and has a rich background in family coaching and financial planning. He also has experience leading local chapters of several organizations, such as the Society of Financial Service Professionals and the National Estate Planning Council.
For more than 40 years Jerry was part of the financial services world with Northwestern Mutual and has been a member of the Strategic Coach program for over 25 years.
Active as a consultant, writer and speaker he authored The Priceless Gift and has contributed to three books: Family Wealth Counseling: Getting to the Heart of the Matter, unHeritage: 11 Pitfalls to Family Legacy and How to Avoid Them, and unPrepared: Heirs At Risk.
Married to Sharon, since 1967; Jerry has 3 children and 8 grandchildren, all of whom live near his home in Indiana. A true blessing beyond measure!