- An indepth understanding of your unique issues, challenges, opportunities and goals.
- A commitment to Knowledge, Exceptional Service, and Objective Advise.
- Integrating the expertise of all your professional advisors to create a personal financial roadmap with your vision of the future as the foundation.
Our Purpose:
To make a meaningful and positive impact in the lives of each of our clients.
Known for his knowledge and integrity, Jerry has nearly 35 years of experience in the financial services industry. He specializes in wealth management and preservation for technology business owners, executives and affluent families.
His additional areas of expertise include wealth transfer strategies, tax planning, charitable giving and business succession planning. He is highly analytical and enjoys conducting research to determine the best strategy for any given situation, as well as helping clients identify and address any blind spots in their financial lives.
Jerry is a CERTIFIED FINANCIAL PLANNER™ practitioner. By being certified by the CFP Board, he has taken the extra step to demonstrate his professionalism by voluntarily submitting to the rigorous certification process that includes highly demanding education, examination, experience and ethical requirements.
Jerry earned a bachelor’s degree in physiology and an MBA from Brigham Young University, and began his career in 1980 with Northwestern Mutual Life. Jerry headed up the investments arm for the Salt Lake City agency in 1988 and also served as the investment specialist.
In 2004, Jerry decided to go independent and establish his own practice with Raymond James. He has enjoyed the freedom and flexibility that being affiliated with an independent practice allows.
Originally from Rexburg, Idaho, Jerry lives in Salt Lake City with his wife, Lynelle. They have five children, Justin, Devin, Alannah, Shaniah and Jadin. In his free time, Jerry enjoys digital photography, scuba diving, golf, stamp collecting and performing as a classical pianist. During high school, he twice won a competition to perform with the Idaho Falls Symphony.
CFP® | Certified Financial Planner |
Certified Financial Planner Board of Standards, Inc, owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.
Why work with a CFP® professional?
Most people think that all financial planners are “certified,” but this isn’t true. Anyone can call himself or herself a “financial planner.” Only those who have fulfilled the certification and renewal requirements can display the CFP® marks. The certification is broken into four standards, known as “The four E’s.”
Education: CFP® professionals must develop their theoretical and practical financial planning knowledge by completing a comprehensive course of study at a college or university offering an approved financial planning curriculum.
Examination: CFP® practitioners must pass a comprehensive two-day, 10-hour CFP® Certification Examination that tests their ability to apply financial planning knowledge in an integrated format.
Experience: CFP® practitioners must pass a comprehensive two-day, 10-hour CFP® Certification Examination that tests their ability to apply financial planning knowledge in an integrated format.
Ethics: CFP® practitioners abide by a strict code of professional conduct that sets forth their ethical responsibilities to the public, clients and employers. The board also performs a background check during this process, and each individual must disclose any investigations or legal proceedings related to their professional conduct.
CFP® practitioners agree to act fairly and diligently. They put your interests first when providing financial planning advice and services. They are also required to provide you with information about their sources of compensation and conflicts of interest in writing.
Every two years, CFP® practitioners must complete a minimum 30 hours of continuing education. Two of those hours are spent studying and discussing the Code of Ethics.
In addition, all CFP® practitioners voluntarily disclose any public, civil, criminal or disciplinary actions taken against them during the previous two years.
CFP® | Certified Financial Planner |
Certified Financial Planner Board of Standards, Inc, owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.
