After graduating from the University of Texas at Austin with a BBA in Accounting in 1984, Jerry began his life long career in the Financial Planning Industry. Jerry is the Senior Advisor for the firm and serves as Chairman of the Investment Advisory Committee. Jerry directs all portfolio management and investment research for the firm as the Senior Portfolio Manager.
Jerry is the founder of Boda Financial Group, Inc.
To obtain additional information, please click "About Jerry Boda, CFP®"