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. 

Alison has been in Financial Services since 2007 and joined the Moody Street Group in 2025.  With the Moody Street Group, she combines her financial experience with a Values Based philosophy to help bring clarity for her clients on their financial goals and their path forward.  Regardless of where they are starting from, she offers options and coaching that help to address a variety of individual and small business needs.

Alison believes in providing comprehensive financial solutions to meet the needs of her clients.  She can provide a wide range of products and services to help meet the needs of her clients, and she prides herself on creating lasting relationships and works with a network of experienced professionals.  A focus area for Alison is helping women in transition feel more confident and in control of their financial futures.