With more than four decades of leadership in financial services and advocacy, Jerry Hulick has redefined what it means to plan for the future — especially for families with loved ones who have disabilities. A member of the United Cerebral Palsy (UCP) National Board of Trustees, Jerry contributes his expertise to help guide the organization’s strategic vision and amplify its impact nationwide. Through innovative financial planning, policy influence, and a deep commitment to inclusion, Jerry has become one of the nation’s foremost experts in special needs financial planning.
A Legacy of Leadership in Financial Services
Jerry spent 19 years as general agent at The Washington Group of MassMutual, where he led clients through complex financial decision-making with empathy and precision. His post-retirement journey led him to found The Washington Group Special Care Planning Team, a boutique firm exclusively serving families of individuals with disabilities.
His goal? To provide integrated, long-term financial solutions that consider legal needs, public benefits, and overall family planning. “There is no central place families can go,” Jerry notes, “So we created a team that brings everything together in one plan.”
Consulting for Corporate Inclusion and Community Impact
In 2014, Jerry expanded his mission by founding Caring Consulting Group, where he works with corporations, nonprofits, and educational institutions to improve disability inclusion and awareness. From workforce integration to accessible financial services, Jerry helps organizations create more equitable and responsive environments for individuals with disabilities.
His consulting work has directly led to increased employment opportunities and inclusive product development — changing not only policies but also corporate cultures.
A Trailblazer in Special Needs Financial Advocacy
Jerry is among the first professionals in the U.S. to earn the Chartered Special Needs Consultant designation from The American College. He also sits on the Advisory Board for the College’s Center for Special Needs, reinforcing his status as a national authority on disability-centered financial strategy.
“Planning isn’t just about money — it’s about peace of mind and building a future with dignity,” says Jerry.
His expertise has been featured in national conferences, radio shows, and advocacy forums, where he passionately speaks on the financial realities and solutions available to the disability community.
Supporting Education and the Next Generation
A proud alumnus of Virginia Tech, Jerry actively supports the university’s Autism Research Center and funds scholarships for students pursuing disability-related fields. His philanthropic efforts are helping build a new generation of advocates and experts committed to inclusive financial practices and services.
Advocating for Policy Change and Financial Equity
Jerry remains deeply involved in shaping policy at both the state and national levels. His work has helped develop legislation and corporate practices that better serve families with disabilities, pushing for accessible financial solutions and broader systemic change.
From lobbying to consulting, Jerry’s voice has been instrumental in ensuring financial services and policies are inclusive, equitable, and future-focused.
Looking Ahead: Building a More Inclusive Financial Future
As a trusted voice on the UCP Board of Trustees and a lifelong advocate, Jerry continues to shape how the financial world responds to the disability community. His work proves that with the right planning, support, and advocacy, families can achieve greater stability, independence, and peace of mind.
Jerry’s ongoing contributions reflect a deep commitment to service, innovation, and inclusion — ensuring that financial planning becomes a tool for empowerment and equity for all.
