- By email at email@example.com
- Direct phone 971-217-8641
- Phone 503-665-0173
- Fax 503-667-9065
Jerry graduated from Oregon State University in 1978 with a BS in Business Administration and a minor in Computer Science.
Jerry received his Certified Public Accountant license from the State of Oregon in 1980. In 2009, he met the requirements to earn the Personal Financial Specialist (PFS) from the AICPA. The PFS credential recognizes special training and education in the area of personal financial planning.
Professionally, Jerry is a member of the American Institute of Certified Public Accountants (AICPA) and the Oregon Society of Certified Public Accountants. Jerry is also a member of The Garrett Planning Network, Inc., an international organization of professional, fee-only financial advisors.