Keeping Up with the Joneses vs. Paying the Rent

With over 20 years of experience in the financial services industry, Jerry has worked as a financial and wealth advisor, guiding individuals and families to grow and protect their wealth. His mission has always been clear: provide actionable advice, demystify complex financial concepts, and help people make confident, informed decisions.

Jerry earned his BS from St. Edward’s University in Austin, Texas, and his Master of Science in Personal Financial Planning from the College of Financial Planning. Today, he uses that background to not only cover practical money topics but also to explore cultural conversations, personal growth, and the ways financial choices intersect with identity and community.

When he’s not podcasting, Jerry enjoys writing think pieces, curating Jerry’s Playlist (a celebration of music and culture), and encouraging listeners to think critically about the world around them.