When you become one of our clients, you're forming a partnership with a Certified Financial Plannerprofessional who understands your needs. You can expect to enjoy a relationship with an independent Certified Financial Planner professional who is always close at hand to offer guidance and advice based on his experience in the field.  Jerry takes a personal interest in every client he represents, always looking to build a solid relationship you can trust.Our business model which is built upon a values based philosophy & uncompromised ethical standards has been servicing clients for approximately 36 years.  We take the time to understand your needs and strive to surpass your expectations with accurate & personalized service.  We employ some of the most sophisticated investment advisory services and help you select from among the thousands of investment choices that are well suited for your individual circumstances.

In order to facilitate this attitude, Jerry has affiliated with one of the largest independent broker-dealer networks as a Branch Manager to access their high level of support and leading edge technology, resulting in more time spent directly with you.