As the founding principal of Summit Wealth Management Group, Jerry is credited with developing instrumental wealth management and asset preservation strategies. Over the decades, Summit Wealth Management Group has blossomed into a successful financial planning firm. Jerry’s loyal clients include everyday hardworking individuals, small business owners and families looking to expand and preserve their nest egg. Jerry tailors the nuances of retirement plan distribution strategies, investment planning and lifetime legacy planning to each individual client’s unique situation and aims. Jerry’s formal qualifications include CERTIFIED FINANCIAL PLANNER™ professional, Chartered Financial Consultan