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Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Certified Public Accountant
Jerry founded the CPA firm in 1976. With over 43 years in public accounting, he has worked with clients in numerous industries. He consults with both individual and business clients on a wide range of issues, encompassing taxation, insurance, investment and financial goals and strategies.
In 1989 Jerry was invited to join Merrill, Lynch's Premier office located at Mockingbird and Central Expressway in Dallas. This special arrangement, allowed him to benefit from their comprehensive Investment Executive training in Princeton, New Jersey. At Merrill, he was able continue serving his tax and accounting clients as well as his investment clients. UBS (formerly PaineWebber) offered him the same position in 1992. In 1994 Jerry was recruited by AIG’s SunAmerica Securities and became a branch manager. Now, the firm has changed its name to Sagepoint Financial, Inc.
Jerry was graduated from the University of Texas in Austin and completed graduate studies at Southern Methodist University. He is a Texas Certified Public Accountant and holds the Series 24 registration. Other accreditations include Series 63, Series 7 as well as Texas Health, Life and Disability licensing. Professional society memberships include the Personal Financial Planning and Taxation Divisions of the American Institute of Certified Public Accountants.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.