Jerry is vice president - consulting. He joined The Principal® and has over 24 years of experience being involved in developing and implementing employee benefit programs for owners and employees of growing businesses. He currently specializes in Employee Stock Ownership Programs (ESOPs), and he tours the country educating advisors about the benefits of introducing ESOPs to their business owner clients.
Previously, he consulted on consumer driven healthcare, including health savings accounts (HSAs), health reimbursement arrangements (HRAs), and wellness programs.
Jerry has extensive experience as a spokesperson and author. His articles have been published in HR Magazine, HR.com, Employee Benefit News, Broker World, and Best’s Review and his media experience includes the Associated Press, New York Times, BusinessWeek, Forbes, CNN/Money, Dow Jones, and the Wall Street Journal.