BACKGROUND AND EXPERIENCE
Gerald works with customers in all financial areas including:
- Retirement planning
- Investments* - Mutual Funds, IRA's, Roth IRA's, 401(k) Rollovers
- College Funding
- Insurance - Life, Health, Disability, Long-Term Care
BACKGROUND
- Certified Financial Planner® designation
- Registered Principal with SagePoint Financial, Inc.
- Investment Advisor Representative
- MBA, Finance, Miami (Ohio) University
- B.S. Degree, Finance and Economics, University of Dayton (Summa Cum Laude)
MEMBERSHIPS
- Financial Planning Association
COMMUNITY SERVICE
- Padua Franciscan High School Board of Trustees - Current Trustee and Former Chairperson
- Padua Franciscan High School Endowment Committee (Former)
- Padua Franciscan High School Alumni Association (Former Chairperson and Treasurer)
*Securities offered through SagePoint Financial, Inc.