Jerrod serves as a Wealth Manager, working closely with his clients to develop personalized wealth management plans addressing all aspects of their financial lives, including investments, retirement planning, estate planning, education planning, and risk management. After preparing comprehensive wealth management plans for his clients, Jerrod assists his clients in implementing their plans and continues to work with them to update their plans as their financial situations change.
Jerrod brings over a decade of experience in the public accounting and financial services industries. Prior to becoming a Financial Planner, Jerrod was a Tax Director for Creative Planning’s tax firm, doing advanced tax planning for Creative Planning clients as well as filing hundreds of tax returns. Prior to joining Creative Planning, Jerrod was a Tax Manager for another large Registered Investment Advisor firm.
Jerrod graduated from the University of Kansas with bachelor’s and master’s degrees in accounting. Jerrod is a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards, as well as a Certified Public Accountant.
Jerrod and his wife, Carilyn, have a one year old son, Everett, and two adopted rescue dogs, Peyton and Theo. In his spare time, Jerrod enjoys spending time with his family, hiking, going to the beach (especially the dog beach), watching Kansas basketball, and fishing.