Jerry, a graduate of Brigham Young University, has spent over 32 years as a financial services professional. Currently, his focus is working with federal employees to help them understand their current and future benefits.  Jerry is passionate about helping people deal with the many challenges associated with Building and preserving resources that can sustain them throughout the duration of their retirement years.

Jerry is an active sportsman who has travelled all over the world pursuing various adventures and it is not uncommon to find him up in the mountains prospecting for gold.

Jerry resides in Granite Bay CA with his wife Kathy. They have four children and twelve grandchildren who keep them very busy. For several years, they have been active as emergency foster caregivers for newborn and infant children as well as supporting organizations focused on ending human trafficking.