Gerry has been helping seniors find sound financial retirement solutions for over 30 years. He is known for his ability to make complex financial strategies understandable through his use of analogies and real life examples. He has earned the respect and appreciation of his clients by achieving the safe and fair investment returns he presents. Gerry has been helping seniors find sound financial retirement solutions for over 30 years. He is known for his ability to make complex financial strategies understandable through his use of analogies and real life examples. He has earned the respect and appreciation of his clients by achieving the safe and fair investment returns he presents. Gerry started in the financial business as the manager of a San Jose, CA office with 12 estate planners in 1986. Within a year, he was promoted to district manager, covering eight states with six managers and 70 financial planners. A year later he was promoted to Western Regional Vice President. At the end of 1989, he became an independent agent, and over the last 30 years he has built up a clientele of thousands. Gerry has earned countless top production awards throughout his career as a result of finding the right solutions for his clients’ concerns. In 2015, Gerry accepted a position with Financial Security Group and moved to Arizona with the love of his life, his wife Barbara. His success is built on his commitment to the financial security of his clients, using the most innovative “safe” investments.