Gerald is a Partner of the firm where he enjoys building relationships with his clients and developing tailored plans to their specific dreams, goals, and desires. He is a fiduciary advisor and is Series 65 licensed, along with his Life, Accident, and Health Insurance license. You will hear him on the weekend Money Mentors radio show often cheering on U of M and singing along to Jimmy Buffet tunes. Gerald was raised on Mackinac Island. He and his wife, Julie, enjoy spending time with their four children. When he isn't working, you can find him at one of the kids' sporting events, or just relaxing on the river with a fly pole in his hands.