With over two decades of experience in wealth management and retirement income strategies, Jerry focuses on understanding your needs. He then shares information with the heart of a teacher to help you achieve your financial goals. A veteran of the U.S. Navy Reserves, Jerry graduated from the University of Utah with a bachelor’s degree in economics. Registered as an Investment Adviser Representative, he holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and is a licensed insurance agent.