When it comes to addressing clients’ unique financial needs, Jerred is an experienced and effective problem solver, always willing to go the extra mile to fulfill and exceed their expectations. He offers comprehensive financial planning guidance, with expertise in retirement and estate planning. Jerred specializes in helping clients accumulate their wealth and pass it on to those they care most about, in a tax-efficient manner.
Before joining our team, Jerred was a financial advisor with Edward Jones and a commercial loan officer for the United States Department of Agriculture. Prior to that, he was president and senior loan officer at Absolute Mortgage Solutions and senior loan officer at Americorp Mortgage Services. Jerred began his career as manager of corporate finance at Amtrak. He earned a BS in business administration with a minor in finance and an MBA from Frostburg State University.
Jerred stays active in his community as a member of the Sons of The American Legion, an Elder at St. Andrew’s Presbyterian Church, board member & finance committee member with Family Health Care and a volunteer with the HCC Alumni. In his spare time, he enjoys skiing, hiking, exercising, and riding his motorcycle. Originally from Williamsport, Maryland, he lives in Hagerstown, with his wife, Joan. Jerred is a proud father of three amazing children.
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Forbes list of Top Best-in-State Women Wealth Advisors
Joan was named to the 2023 edition of the Forbes list of Top Best-in-State Women Wealth Advisors The Forbes ranking of America’s Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands...
Making a nonfamily successor the head of the family business
For family-owned businesses, the dream is often for the next generation to take up the reins and continue the legacy. After all, your business likely represents a significant part of your family wealth, but it’s likely the most significant gain may come when the business is...
Charitably minded investors can satisfy RMDs with QCDs
ESTATE & GIVING Qualified charitable distributions allow your required IRA distributions to benefit a worthy cause – while you benefit from a reduced tax liability. Helping others when you’re gone is a noble and rewarding aspiration. But think how much more rewarding...