Meet Our Team

Giro “Jerry” Maddaluna Photo

Giro “Jerry” Maddaluna

Founder & Financial Advisor

Jerry is the founder and lead financial advisor at Luna Financial Group, formed in 2010. He focuses in building deep relationships with his clients and working closely with them to help them achieve their desired financial outcomes. Jerry has a knack for bringing a lighter perspective and clarity to what is oftentimes referred to as the burden of financial planning. The clients that Jerry works most closely with are those with complex planning needs, including folks headed into retirement, owners of closely-held businesses, and recipients of settlements that find themselves in a complex decision-making process.

Prior to founding Luna Financial Group, Jerry worked as an auditor with UBS Financial Services and Lehman Brothers (acquired by Barclays Capital). Through his experience in senior leadership auditing roles, Jerry gained a wealth of knowledge around how advisors help their clients, while ensuring they were doing so in a way that was both beneficial to clients and in alignment with regulatory standards. This experience eventually inspired him to start his own financial planning firm.

Jerry earned his Bachelor of Science in accounting from Fairleigh Dickinson University in Madison, NJ, and started in the financial services industry in 2004. He has since earned a variety of licenses and designations, including his Series 7, 63, and 65, and his Life and Health licenses. In an effort to better serve his clients, he continues to expand his financial and insurance knowledge.

When he’s not serving clients, Jerry enjoys working out as his CrossFit gym; hiking with his wife Jessica, their children Amelia and Nate, and dog Teddy; or getting out on the slopes with friends. Jerry values good company, great food and exquisite wine, and has recently joined in the tradition of making his own wine at home.

Karen Nickler Photo

Karen Nickler

Administrative Assistant

Karen has over 10 years of progressively diversifying professional experience. For the past 3 years she has been an assistant managing a wide variety of clients from various industries and backgrounds. After graduating from West Virginia University with a Bachelor’s degree in Public Relations, Karen worked as an Executive Administrative Assistant before taking time off to raise her children.

Karen’s passion for helping people become the best version of themselves really helps her to shine as a Dedicated Assistant. Her organizational skills, attention to detail, and work ethic combined with her strong journalism background and creative eye, make her able to handle any task or new challenge that comes her way.

In her spare time, Karen loves spending time with her family. Whether it’s running her kids to their sporting events or swimming in her pool and BBQing, family is what life is all about! Karen is dedicated to helping clients and families succeed and watching their dreams come true.

Our Strategic Alliances