Background & Experience
As a former Military Service Member, with over 24 years of service, Jerry was responsible for preparing individuals for No Fail missions in the most austere environments. He brings that same discipline and No Fail approach when developing financial strategies for his clients, even in the most ambiguous situations, working to give his clients a competitive edge in an ever-changing market.
As a Financial Advisor, he is dedicated to helping individuals and businesses develop financial and investment strategies that align with their individual needs, goals and risk tolerance in order to help define the best path to success. His objective is to provide each client with comprehensive financial advice and portfolio management – delivered with unparalleled personal service and professional integrity.
He guides each one of his clients along their journey in meeting his or her financial goals. In addition to helping clients achieve a better future, he is committed to helping our nation’s veterans. He is currently involved with The Navy SEAL Foundation and The Word of Honor Foundation.
Focus
Jerry prides himself on providing an all-inclusive approach to investment planning. When your working relationship is established, he will work together with you as a team to obtain your targeted goals.
AR Insurance License #18782349.
Away from the Office
Jerry is family oriented and enjoys spending free time with his wife Teresa, and their four children. They are an avid outdoor family and enjoy activities such as camping, hiking, hunting, and fishing. Teresa and Jerry believe physical and mental preparedness are imperative for their family. They encourage their children to spend time outside and limit electronics. Jerry and his wife regularly volunteer as mentors for Veteran Support Organizations and have been fortunate enough to participate in several programs benefiting Gold Star families.
