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.