With a sincere desire for helping people and a passion for financial planning, Jerry is ideally suited for the world of financial education and planning. For more than 30 years, he has been helping people identify and work to attain the important goals and dreams in their lives, whether those include a comfortable retirement, higher education, estate preservation, or long-term wealth accumulation.
Jerry specializes in personal, comprehensive financial planning for individuals, families, and business owners, and he focuses a great deal of his time and energy in the area of increasing financial wellness. As an independent financial advisor, Jerry can go beyond basic investment planning and create a personalized financial roadmap for individuals, helping them clearly identify their values and goals. His approach enables him to develop unique plans for each person, considering individual style, economic conditions, and changing life patterns. Because his focus is on cultivating close relationships, he is able to help people move from short-term worries to long-term planning.
Jerry graduated from Louisiana Tech University with a BS in Marketing and then went on to the Graduate School of Banking at Louisiana State University. He is active in his community and is a Board Member of the Broussard Chamber of Commerce, where he chairs the Diplomat Committee. He is a husband, father, and grandfather, residing in Arnaudville, La.