Jerry leads Advisor Development at Osaic, the second-largest network of independent financial advisors in the U.S. A parishioner for over 20 years, he represents the Knights of Columbus on the Parish Pastoral Council. He has served as Grand Knight, Stewardship Chair, Eucharistic Minister, and Lector. He holds a BBA, MBA, and CFA and teaches at Wharton. He lives in Madison with his wife Debbie and their daughter Sydney in Orlando, along with, “The World’s Cutest Dog”, Harper.