Jerry brings over 20 years of experience in financial services to the team. He has been associated with HFG including a leadership role for over a decade. Jerry thrives in human interaction and connecting with new people, therefore he decided to work solely with clients. Jerry believes in helping individuals and families by providing a total financial needs analysis. He uses a network of experienced professionals with detailed knowledge in retirement income solutions, estate strategies, employee benefit and retention services, business continuation strategies, and trust services to meet his client’s needs.
Jerry is a family-oriented man who currently resides in Waxahachie, TX, with his wife and children. Outside of his dedication to his clients and professional life, he enjoys spending leisurely time outdoors.
CRN202508-2807389