Jerry joined the Alliance team in 1993 where he specializes as a Financial Advisor in Investment Planning and Analysis. He is a member of the Financial Planners Association, the CFA Institute, and the CFA Society of Los Angeles.

In addition to a Business degree from Pepperdine University, Jerry has achieved the CFP (Certified Financial Planner) certification and the CFA (Chartered Financial Analyst) designation.

Jerry enjoys spending his personal time with his lovely wife, Nicole, and two sons, Ryan and Jacob. He also enjoys snowboarding, hiking, and various athletic activities.