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About Me

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about us

23

Years

Of Experience

About Us

I’m Jerry, Your Financial Coach And I Can Help.

I have been in your position and this is what motivates me to help others achieve financial security.  It doesn’t matter whether it’s debt management, creating a budget, evaluating a purchase, deciding on different insurance options like life, health, disability, home or auto…as your personal financial coach, I can assist you in managing your money, living within your means, coming up with a solid plan and executing that plan.

My Mission

I strive to help others fight through financial struggles and work hard to walk with them in their financial freedom journey.

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More About Jerry

Beyond his expertise in financial matters, Jerry is a proud father and grandfather, a former basketball player, a devoted sports enthusiast, a connoisseur of live music, and someone who finds solace and inspiration in spending time on the beach. Get to know Jerry both as a professional guiding your financial journey and as a multifaceted individual with a zest for life beyond numbers and investments.

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Education:  

  • Bachlors Degree in Accounting from Wichita State University

  • Masters of Business Administration from Baker College 

  • Certified Financial Coach from RamseyTrusted Pro 

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