Jerry Braatz

With an accomplished career spanning over 26 years in the Property and Casualty insurance industry, Jerry brings a wealth of experience and expertise to his role as a Financial Advisor. His comprehensive understanding of risk management and insurance solutions has established him as a trusted professional, known for providing insightful guidance and tailored strategies to his clients.

Jerry began his career in insurance as a sales producer, where he honed his skills in assessing risks and designing coverage plans that protect individuals and businesses from financial loss. His deep knowledge of the insurance sector, combined with his dedication to superior customer service, quickly propelled him into leadership roles, where he excelled in training and mentoring new talent.

Throughout his tenure, Jerry developed the ability to analyze complex financial situations and offer sound advice aligned with his clients' goals and risk tolerance. His transition into financial advising was a natural progression, driven by his passion for helping clients achieve financial security and prosperity.

As a Financial Advisor, Jerry leverages his extensive background in Property and Casualty insurance to provide a unique perspective on financial planning. His holistic approach ensures that his clients' portfolios are well-rounded and resilient against potential risks. He excels at crafting personalized investment strategies, retirement plans, and insurance solutions that offer peace of mind and long-term growth.

Jerry is a graduate of Shippensburg University and an active member of his community and church.

With a steadfast commitment to integrity, excellence, and client success, Jerry is a trusted advisor, ready to guide you through the complexities of financial planning and help you build a secure and prosperous future.