Jerry Thew

Born and raised in Spokane, Jerry Thew left the Pacific Northwest to attend college in the Chicago area, earning degrees in Marketing and Accounting from Wheaton University. Shortly after beginning his career in life insurance in 1982, Jerry joined Principal Financial Group in 1983, launching what would become a distinguished career spanning more than three decades in the financial services industry.

Over the years, Jerry built a reputation as a consistent top producer and trusted advisor, earning membership in the prestigious Million Dollar Round Table. As the industry evolved, so did his practice — transitioning from a traditional insurance background into a fiduciary-focused wealth management approach centered on helping clients pursue dependable retirement income and long-term financial security.

Since 1994, Jerry has specialized in higher income-producing investments, with a particular emphasis on preferred stocks, bonds, and other income-oriented assets designed to provide reliable cash flow and portfolio stability. His philosophy is rooted in personalized portfolio construction, disciplined risk management, and developing customized strategies tailored to each client’s retirement goals and income needs.

Jerry continues to work closely with individuals and families seeking thoughtful financial planning and income-focused investment solutions built for long-term confidence and independence.