Jerry is a native Wichitan. A graduate of The University of Kansas and Washburn University School of Law. Jerry is a Registered Representative and Investment Advisor Representative of INVEST Financial Corporation and a CERTIFIED FINANCIAL PLANNER™ Professional.
Jerry chose the financial services profession because he saw a need for objective, professional advice regarding peoples financial lives. Everyone should have the benefit of a trusted advisor to help them make key decisions throughout their life.
Jerry isn’t working alone. INVEST Financial Corporation is a full service broker/dealer whose primary goal is to make sure Jerry has the tools and support needed to make your investing experience an extraordinary one.
Through INVEST, Jerry is able to provide you with well-researched investment advice, asset management, insurance services and estate planning. These varied services are coordinated from one office to ensure all aspects of your financial well-being are working in your best interests. It is the goals of both INVEST and Jerry to ensure that not only are your needs met but also the needs of your heirs during all aspects of their lives.
INVEST has earned a reputation as a leader in working with independent advisors as well as financial institutions by maintaining a high level of professional integrity and building long-term relationships based on mutual respect and strict adherence to the fundamental principles of needs-based investing.
INVEST believes you are entitled to consistent and objective investment advice from knowledgeable experts. Investment advice should be appropriate to your financial circumstances and investment goals based on your personal risk tolerance and that you should conduct business with registered representatives whose only motivation is serving your best interests.