The Moody Street Group LLC

Jerry joined The Moody Street Group in 2025 after five years with the Knights of Columbus. Prior to collaborating directly with clients on their personal and business needs Jerry spent over thirty years in accounting. Including five years in Public Accounting as well as seven years with the Allmerica Group and twenty-three years with Fresenius Medical Care in accounting and taxation. With the Moody Street Group, he is able to bring Creative Values Based Financial Strategies to individuals, business owners, professionals, and families as he assists them as they work towards their financial goals. He earned a Bachelor of Science, in Accountancy and Association in Management as well as a Master of Science in Taxation at Bentley University. Jerry has received his Certification in Public Accounting. He is married with two sons and three grandsons.