Since 1987, Jerry has been advising professionals, individuals, and small business owners toward attainment of the financial goals that they really want. “My mission is to help my clients make an informed decision that ‘feels right’ to them because it really fits their overall situation.”
That is why Jerry works with each client to determine their expectations - of him, the firm, and their own finances. “One of the first questions I always ask", says Jerry, “is ‘What are your expectations of me as your financial guide?’ My goal then is to exceed those expectations.”
When helping clients feel more comfortable about their future, Jerry has found that clients want three main things from him as their financial guide:
- Accessibility and trust. First, they want an adviser who is accessible and who they can trust. “I have two goals for every client: I want to be the kind of financial adviser whose ethics and character meet the strong standards of my own mother, and I want to help my clients create enough wealth to secure the resources to live a life with no regrets—the life they have always dreamed about.”
- Retire Confidently. Second, many investors today are concerned about running out of money in retirement. Jerry uses a thorough financial planning process with his clients. “We find this can help take the fear out of your financial future,” Jerry explains.
- Values-Based Focus. Finally, for many of Jerry’s clients, it is important that he helps them invest in harmony with their personal convictions, or spiritual values. “This is important to me too!” exudes Jerry. “A trusted advisor, who is able to synchronize your financial choices with your core values, offers the opportunity for a life of fulfillment and serenity that far exceeds that of monetary rewards alone.”
Jerry notes he is privileged to be “Certified” with the Kingdom Advisors organization, which was founded by the late Larry Burkett of Crown Financial Ministries and is currently led by Ron Blue. Jerry is also credentialed as an Accredited Investment Fiduciary (AIF).
Jerry is past president of the Riverbank Chamber of Commerce and president of MainStreetChamber, Tri County. He founded Riverbank’s local Toastmasters club and is a Distinguished Toastmaster (DTM) with Toastmasters International. He is also certified with the John Maxwell Team as an executive coach, trainer and speaker.
Jerry and his wife, Mia, live in Oakdale, CA with their two boys Mathias & Lukas. When he's not serving clients and the community, Jerry enjoys sports, travel, good movies, and spending quality time with his family.