ChFC, Senior Financial Advisor
The most attractive aspect of my relationship with Sound Financial Strategies Group is being involved with an organization truly committed to helping clients reach their financial goals. This is demonstrated by the firm’s commitment to not only having the information and technology to help clients make informed decisions and provide on-going service to clients, but in developing long-term relationships with clients.
As his career has evolved, he has come to the understanding that financial planning is not just about “numbers and rates of return.” It is about understanding what a person really wants to accomplish with their life. “It is satisfying to know that you are trusted by others yet you must continue to earn that trust every day.”
Jerry and his wife, Meddy, were married in 1974 and are the parents of two children, Elizabeth and Jordan, and three beautiful grandchildren. In his spare time he enjoys racquetball, cycling, working in the yard, reading and cooking. They are members of Lakeland Presbyterian Church where he has served both as a deacon and an elder.