Gerald “Jerry” Barlow is a Client Associate Liaison and CPA at Penn Wealth Planning, LLC. With a diversified background in accounting and auditing, Jerry acts as the point of contact for Penn Wealth Planning’s clients to coordinate their planning needs.
During tax season he works closely with Chris Kelly, CPA in the Penn Wealth Accounting Group, to facilitate client tax preparation and service. Penn Wealth Accounting Group and their services are not affiliated with LPL Financial.
After graduating from Temple University, he proceeded to work for the City of Philadelphia Controller’s Office. Through his experience as an auditor he gained a deep understanding of accounting and auditing concepts and procedures while working on the City’s Comprehensive Financial Report.
Prior to working for the City of Philadelphia, Jerry attended The Fox School of Business where he received his Bachelor’s in Business Administration. While pursuing his degree, he was a member of the Temple Owls football program as a defensive end and linebacker.
Jerry and his wife, Samantha, recently moved to Pennsylvania from Moorestown, New Jersey. In June of 2017, they welcomed their first child, Savannah Bella. He enjoys boating and fishing as well as cheering on his Alma-mater.