Jerry serves as a Business Development Coordinator at Drake & Associates, where he connects families and pre-retirees with the guidance they need to make great financial decisions. He holds a Bachelor of Business Administration in Finance from the University of Wisconsin-Whitewater and brings a versatile background spanning wealth management client services, small business operations, and equity risk management.

Driven by Drake & Associates’ mission to create the ultimate client experience, Jerry applies a detail-oriented, service-first approach to help incoming clients feel valued and supported from their very first interaction. Whether he is collaborating closely with team members or guiding a new client through their initial steps, he remains relentlessly education-focused and dedicated to ensuring every detail is managed with precision and care. Outside of the office, Jerry stays active playing basketball, golf, and wakeboarding on the lake, and loves spending quality time at home with his wife, family, and dog.