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Over the span of 20+ years, Jerry has worked in the field of financial services as a financial and wealth advisor helping people grow and protect their wealth. His goal has always been to provide clear and actionable advice, demystify complex financial concepts, and empower clients to make informed decisions that align with their goals. He received his BS from St. Edward's University in Austin, Texas and has a Master of Science degree in Personal Financial Planning from the College of Financial Planning.
