Jerry Fox serves as our Director of Financial Planning. He leads our financial planning initiatives as well as engaging with new/current members to meet their financial education needs.

Jerry recently retired as a business professor and teacher of financial planning at Anderson University’s Falls School of Business. Over more than forty years of service and teaching at AU, he has held the roles of Director of the Annual Fund, Director of Global Business Studies (leading student groups to study with government and business leaders in over twenty countries), interim chair of the Business Department, and Chair of the University Faculty. Jerry often says that he accepted all of these other assignments just so that he could be on campus to teach the Personal Financial Planning course each semester. He sincerely enjoys helping members find fiscal peace and clarity through our Financial Roadmap process.

  Jerry holds a bachelor’s degree in accounting, an MBA in finance, and a Ph.D. in organizational behavior and development. He earned the designation of Certified Financial Planner (CFP®) in 1984 and maintains continuing education to stay abreast of changes in the laws and markets affecting our financial lives.

  Jerry is married to Deborah Miller Fox, who is both an academic dean and professor at Anderson University. They are both very involved and connected at Madison Park Church in Anderson. They have six adult children, three children-in-law (with more to be added soon), and five grandchildren.