Jerry Grad Photo

Jerry Grad

HECM Vice President


Jerry Grad’s undergraduate studies were in mathematics and psychology at Colorado University. After school, he began his career in the mortgage services industry at an investment bank in New York City where he traded bank portfolios. Jerry was then recruited by a large commercial bank as a Regional Vice President in charge of mortgage acquisitions. After several years at a large company, he realized that his passion was to work with individuals that needed intelligent, honest, and trusted financial advice in mortgage banking.

Jerry believes his success comes from a deep commitment to understanding what each client wants, and then creates the optimum solution to accomplish their goal. He believes that’s the only way to develop a trusted advisor relationship. Because of his extensive knowledge of available programs, problem solving skills and steadfast commitment to customer service, Jerry ensures his clients receive superior guidance and understanding, as they pursue one of the most personal and important investments of their lifetime.

Jerry resides in Woodstock, Georgia with his wife (high school sweetheart) and his loving dog Lizzie. He has 3 sons, 3 grand children, and is a very happy man. When not busy working, you could find him mentoring young adults, hiking in the Georgia mountains, or traveling the world with his wife.