Jerry Osti brings nearly two decades of expertise in the financial services industry, specializing in retirement plans. Joining WealthPlan Advisors in 2016 as a Client Relationship Consultant, Jerry plays a pivotal role in managing the day-to-day needs of WPA's clients and their retirement plans. Serving as a liaison between clients and recordkeepers, he engages in strategic discussions on plan design changes, conducts thorough analyses of compliance testing, and diligently monitors compliance deadlines.

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Passionate about ensuring his clients maintain retirement plans that effectively serve their employees and prepare them for a comfortable retirement, Jerry excels in problem-solving and enhancing operational efficiency. His commitment to excellence is evident in his ability to address complex challenges and streamline processes.

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Before joining WealthPlan Advisors, Jerry contributed to the success of a top-tier recordkeeper, where he specialized in plan administration. Additionally, he served as a business analyst/coordinator, focusing on specific retirement plan topics. Jerry's extensive background uniquely positions him as a valuable asset to WealthPlan Advisors, where his dedication to client success and proficiency in retirement planning make a lasting impact.