About

Jerry is a certified Medicare Advisor and Life/Health insurance agent. He specializes in Individual and Group Medicare Enrollments, Affordable Care Act (ACA), Individual Coverage Health Reimbursement Arrangement (ICHRA) and Voluntary Benefits (life insurance, dental, vision, LTC).

With more than 40 years of experience in the financial industry, Jerry can help you or your organization navigate through the complex marketplace of insurance. With simple, clear information and guidance Jerry will work with you to tailor an insurance plan to meet your insurance needs.

Jerry’s planning approach is to: 

• Listen to you
• Research the different plans available
• Review benefits and costs
• Assist you in selecting the plan that fits your insurance needs

You can rest comfortably knowing Jerry will work hard for you and provide great customer service throughout the planning and implementation process.  Jerry enjoys educating clients regarding life events of:

• Medicare Enrollment strategies for Individuals turning 65 (Enrolling in Medicare Supplement, Medicare Advantage Plan or continuing Employer Group Coverage)
• Loss of health insurance due to job loss, marriage, birth, adoption, divorce, COBRA Expiration, loss of Medicaid eligibility, Turning 26 and aging off parent’s health plan  
• Employer ICHRA Cost Savings Analysis to save up to 20% on health insurance premium cost

Jerry believes in giving back to his community. He volunteers as a Sunday School Facilitator at his church, New Testament Church of Milwaukee, and volunteers at the McGovern Park Senior Citizen Center.

Jerry enjoys spending time with his wife, son, and family. He is an avid golfer, loves reading, attending plays and movies. Jerry is also a passionate Brewers, Bucks and Green Bay Packers fan.

Professional Membership

• Wisconsin Veterans Chamber of Commerce
• African American Chamber of Conference
• Hmong Chamber of Commerce