At JW Financial Consulting, our team of professionals helps identify your needs while accounting for your dreams. Then, we get to work to build a plan that fits your unique lifestyle. While we offer our professional guidance, you’re in control every step of the way.
Jerry works to help clients and their families prepare for retirement by focusing on education and safe money solutions.
With more than 15 years of experience in the financial services industry, Jerry started his own firm in 2011 to help clients maximize their financial potential by developing plans that fit their individual needs and goals. “We help to alleviate stress clients have and do what the right fit is, not what is popular or trending,” he says.
Jerry’s goal is to educate clients by making complex issues simple and easy to understand so they feel confident and comfortable approaching retirement. “I dedicate myself to optimizing each client’s financial future,” he says.
Jerry is a financial professional who can offer an array of financial products and services. He received a bachelor’s degree in business management from Arizona State University. Jerry played two college sports and twice received All American Honors.
Outside of the office, Jerry enjoys spending time with his family.