Jerry serves as a Private Wealth Manager for Creative Planning. In working with clients, he focuses on building disciplined and repeatable strategies for investment, retirement, business, insurance, charitable and estate planning success. In order to achieve a successful relationship, Jerry continually ensures his team has a deep understanding of a client’s unique situation and goals. Strategies are then designed utilizing his expertise, as well as subject matter experts in the areas of tax, investments, insurance, and law, to help achieve these objectives in an efficient manner.
Prior to joining Creative Planning, Jerry worked for a major financial services company as a Senior Financial Consultant. While at his previous employer, he was recognized with many awards including their prestigious President’s Circle award on eight different occasions.
Jerry graduated from the University of Nebraska with a degree in Finance, minoring in Spanish. In addition, he is working towards his CERTIFIED FINANCIAL PLANNER™ certification.
Jerry and his wife Shannon live in San Francisco. In his spare time, he enjoys running, fishing, golfing, and spending time with friends and family.