Since 1995, Jerry has served as a Financial Advisor who serves affluent individuals, families, and their closely held entities. Jerry graduated from Georgia Tech with Cum Laude and a Bachelor of Science in Industrial Management. Prior to beginning his career in financial services, he assisted small businesses in the acquisition and implementation of data processing systems for accounting and inventory control. He later became the owner and publisher of Augusta Magazine. After selling the magazine, he began his career in financial services. Jerry is a Certified Financial Planner™ practitioner and an Accredited Investment Fiduciary® He holds his series 7, 63, and 65 registrations, as well as a Georgia Life, Accident & Sickness, and Variable products license.
He is a member of the Rotary Club of Augusta, where he served as president. He attends First Presbyterian Church of Augusta and serves as an elder, and serves on the board for Westminster School of Augusta. Jerry enjoys spending time with his wife, three children, and grandchildren, and is an avid golfer.