Screenshot 2022-11-29 at 11.24.05 - Jerry Szatko
Screen Shot 2022-06-15 at 22.54.47 - Jerry Szatko
Jerry Szatko
Unitifi
Screen Shot 2022-02-02 at 13.10.42 - Jerry Szatko

Get in Touch

12020 Shamrock Plz, Suite 200, Omaha, NE 68154

Issues and needs

Relationships/Family, Wealth inequality within the family system, Financial secrets

Occupational specialties

Business Owners, Doctors/Dentists, Academics, Attorneys, Therapists, Labour and trade based careers, Professional athletes, Entertainment, Teachers, Artists, Service industry, Digital nomads, Tech, Engineers and Architects, Military and First Responders, Sales, Real estate, Foreign service and politicians, Clergy, Family Businesses, Family Businesses/Family Enterprises, Pre Marriage, Terminations

About

Drawing from a core of solid integrity and a vast career background, Jerry aims to provide a guiding light for people lost in navigating the often confusing language of finance. He is both ship captain and lighthouse, combining his team’s knowledge and his own experience to form a beacon for the financial services industry. Jerry wields a business ethic that has afforded him much entrepreneurial success; he’s served as a financial consultant for powerhouses like Morgan Stanley, Wells Fargo, and Knights of Columbus to name a few, and has run several of his own businesses—all while maintaining certifications in commercial flight. For Jerry, being an airline pilot since 1997 is a perfect metaphor for his mission with Unitifi; instilling a talented crew with a clear sense of direction is key to success whether at the helm of an airplane or the helm of a company. As Founder and Chief Executive Officer of Unitifi, he believes in the power of collaboration with the best of the best. Jerry holds a Bachelor’s Degree from the University of Nebraska Omaha.

Professional Specialty Areas

Issues and needs

Relationships/Family, Wealth inequality within the family system, Financial secrets

Occupational specialties

Business Owners, Doctors/Dentists, Academics, Attorneys, Therapists, Labour and trade based careers, Professional athletes, Entertainment, Teachers, Artists, Service industry, Digital nomads, Tech, Engineers and Architects, Military and First Responders, Sales, Real estate, Foreign service and politicians, Clergy, Family Businesses, Family Businesses/Family Enterprises, Pre Marriage, Terminations

Languages

English

Religious/Spiritual

Christian

Disability/Ability

Sexuality

Heterosexual/Straight, LGBTQ+, Gay, Lesbian, Bisexual, Asexual

Racial Identities

First Nations/Indigenous, Hispanic, Latinx, Caucasian, East Asian, South Asian, Middle Eastern and North African, Black, or African American, Native Hawaiian and Pacific Islander

About the Practitioner

Primary Professional Orientation

Financial

Delivery Method

Virtual, Telehealth, In person

Country

USA

Service Area

Nebraska

Type of Service

Coaching, Therapy, Financial Planning, Investment Management, Group, Accounting, Estate Planning, Mediation

Practitioner Gender

Male

Fee Structure

Practitioner Designations and Qualifications

Financial Therapy Designations

Mental Health Designations

Financial Designations

Education

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