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.
Saving for K-12 education with a 529 plan
Learn about using 529 plans for more than just college savings. 529 plans were originally established to help families pay for qualified higher education expenses by offering tax-deferred investment growth and tax-free withdrawals. In 2017, federal tax legislation changed how...
Tips for creating an inheritance that lasts generations
Preparing your heirs for sudden wealth can help prevent unwise spending. If you have wealth to transfer, you may worry about the sometimes adverse effect of sudden wealth and the squandering of assets within a generation. There is a good reason to be concerned: 70% of family...
Pay off debt with a plan in mind
If you’ve accumulated more credit card debt than you can pay off in a few months, how can you quickly eliminate that debt while minimizing your interest payments? The particular strategy you should follow will depend on many factors, including the total amount of debt, the...