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. Sagepoint eventually became Osaic Wealth, 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.

With 26 years of experience as a licensed Financial Advisor, Lavon focuses his efforts on helping individuals, families, and businesses create a successful road map to pursue their financial goals.

 Lavon believes his role as Advisor is three-fold:

1.  Help clients define their financial future

2.  Develop a strategic plan to pursue those goals

3.  Help clients remain committed to those long-term objectives

 Additionally, he can assist clients in uncovering unforeseen risks and develop ways to mitigate those risks.

In 1997 Lavon chose to establish his own company--Asset & Investment Advisors--and become an Independent Financial Advisor. He feels that independence gives him more objectivity and a greater choice of options in finding strategies for his clients. He offers a variety of investment tools: stocks and bonds, mutual funds, annuities, life insurance, Certificates of Deposit, and other investments. Lavon is also licensed as an Investment Advisor Representative, providing investment management through fee-based accounts.

 His broker/dealer, Osaic Wealth, Inc. offers services to independent financial advisors throughout the U.S.,and has awarded Lavon the distinction of being a member of the Presidents and Achievers Council every year since 2000*.

Lavon and Deann, his wife of 42 years, have three children. Lavon enjoys spending his free time working at his blueberry farm, fly-fishing for trout, and hunting. He is a past president of the Poteau Rotary Club, is active in his church, and currently serves as a member of the City of Poteau Planning Commission, LeFlore County Development Coalition, and Carl Albert State College Board of Regents.