Jerry brings more than 20 years of experience in the financial services industry. He has been affiliated with HFG for over a decade, including serving in a leadership capacity. Driven by a passion for meaningful human connection, Jerry chose to focus exclusively on working directly with clients.
He is committed to helping individuals and families gain clarity and confidence through a comprehensive financial needs analysis. To deliver well-rounded solutions, Jerry collaborates with a trusted network of seasoned professionals specializing in retirement income strategies, estate planning, employee benefit and retention services, business continuation strategies, and trust services.
Jerry lives in Waxahachie, Texas, with his wife and children. Outside of work, he enjoys spending time outdoors and prioritizing quality time with his family.
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