Known for his knowledge and integrity, Jerry has approximately 40 years of experience in the financial services industry. He specialized in wealth management and preservation for technology business owners, executives, and affluent families.
Jerry’s areas of expertise include:
- Wealth Transfer Strategies
- Business Succession Planning
- Tax Efficient Charitable Giving Strategies
- Long-term Care & Longevity Planning
- Risk Management
- Retirement Income Planning
Jerry has a passion for objectivity, research and always striving to do what is in his client’s best interest. He’s highly analytical, ethical and specializes in researching strategies for any situation, and identifying blind spots in his client’s financial lives.
Education:
- MBA @ BYU
- CERTIFIED FINANCIAL PLANNER®
- BS in Physiology@ BYU
Jerry began his career in 1980 with Northwestern Mutual Life. In 1988 Jerry was asked to head up the investment division for the Utah Territory. In 2004 Jerry decided to join Raymond James as an independent financial specialist.
Jerry enjoys digital photography, scuba diving, golf, stamp collecting and performing as a classical pianist. During high school, he twice won a competition to perform with the Idaho Falls Symphony.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
