Gerry has been providing comprehensive financial planning services for the bulk of his career and has extensive experience advising executives, retired executives, and other high net worth families. His clients benefit from his broad-based knowledge on retirement planning, investment management, employee benefits, estate planning strategies, and individual tax planning.
Prior to joining Fairhaven, Gerry advised corporate executives at Ayco, a Goldman Sachs Company. He then spent three years as Vice President – Wealth Management at Vestor Capital in Chicago. He holds a law degree from DePaul University and an undergraduate degree in Economics from the University of Illinois Urbana-Champaign.
Gerry currently resides in Wheaton, Illinois with his wife, Mary, and their three daughters. Outside of the office, he spends much of his free time with his family doing many different activities. Beside those, he also enjoys golfing, floor hockey and reading.
Meet the Team