Jerry McCready

Since joining the team in June 2024, I’ve brought over 35 years of financial experience to the table, constructing and maintaining investment management strategies that are tailored to each client’s unique needs.

I am passionate about helping individuals plan for significant financial milestones in their lives. Additionally, I collaborate with business clients to develop plans that aim to provide their employees with a more secure and enjoyable retirement. My goal is to create strategies that are not only effective but also meaningful in enhancing the quality of life for my clients and their teams.

I am a proud graduate of Pennsylvania State University. Family is at the heart of my life, and I am blessed with four children and nine grandchildren. I reside in Wyomissing, Pennsylvania, where I enjoy being an active part of the community.