A CPA, Certified Financial Planner, and Personal Finance Specialist, Jerry chairs the investment committee and performs the monthly analysis of the firm’s unique mutual fund upgrading strategy. He has a broad base of experience in the financial services industry with a focus on the tax and financial planning issues of small business owners and executives. He holds a bachelor’s degree from Bellarmine University. He is a member of the National Association of Personal Financial Advisors, the Financial Planning Association, the American Institute of CPAs, and the Kentucky Society of CPAs.