Working closely within the CLG team, Jerry helps individual clients find and sustain their wealth and family legacy. Jerry works with clients from many backgrounds including executives, retirees and small business owners to evaluate and understand their unique circumstances, goals and aspirations. Utilizing his business operations and training experience he then creates customized financial plans that are designed to support individual needs and dreams. Jerry is also very experienced with our technology resources and guides our advisors with usage questions for SmartWorks, NetX360 (Pershing), Redtail, MoneyGuidePro, Orion and WealthScape (Fidelity).

Before joining CLG, Jerry played Division I baseball at Creighton University in Omaha, Nebraska. As a team captain, he led the team to regular and post season conference championships within the Big East and Missouri Valley conferences and appeared in two NCAA tournaments. While in high school, he was an American Legion National Champion and won four Nevada AAAA State Championships for Bishop Gorman High School. Jerry enjoys watching sports in his spare time and is a die-hard Notre Dame football fan. Since he has moved to Southern California, he enjoys surfing and practicing his golf swing.

Jerry earned a Bachelor of Business Administration in Financial Planning and Marketing while at Creighton. While balancing life as a student-athlete with a demanding schedule, he also interned with AXA Insurance gaining invaluable industry experience. Jerry was part of the Financial Planning Associates of Nebraska and earned the 2012 CFP® Scholarship. After graduating in 2014, he started with CLG in October 2014 and is an essential part of the team. Jerry is a CFP® and holds Series 7, and 66 securities registrations.