Wealth Advisor
.Estate Planning
Tax Efficient Planning
Retirement Planning
Welcome! My goal as a CERTIFIED FINANCIAL PLANNER®, professional is to equip you with the confidence & clarity you need to work towards your goals. I specialize in Wealth & Investment Management, Retirement Planning, Estate & Legacy Planning and Insurance Planning.
My comprehensive approach will help align your finances with your goals, values, and priorities. Whether that's making the most of your retirement, and/or efficiently leaving assets to people and organizations you care about the most, my focus is to provide a customized plan and strategy by integrating advice and solutions that are tailored to fit your individual needs.
I was raised in Japan, attended high school in the US, and served 6 years active-duty in the military. I believe in hard work and consistency. I’ve been married to my beautiful wife, Brooke, for over 10 years, and we are proud parents of two young children who keep us busy. We enjoy watching our kids learn and grow, as well as taking family vacations to new places. We also are avid dog lovers who, more often than not, are hosting a small pack of dogs at our home.
I joined Thrivent in 2019 after working for several Fortune 500 corporations where I held a variety of financial planning and analysis roles, as well as a corporate investor relations position. I hold a Bachelor of Arts degree in Finance and a Masters in Business Administration (MBA) with an emphasis on Finance from the University of St. Thomas.
To be able to serve my clients effectively, I am always proactively seeking new knowledge. That is why I have earned and maintained professional designations such as CERTIFIED FINANCIAL PLANNER®, , Certified Investment Management Analyst (CIMA®), Behavioral Financial Advisor™ (BFA™), and Fraternal Insurance Counselor (FIC).
When you choose a financial advisor, you’re looking for a partner to help you achieve your goals. A CERTIFIED FINANCIAL PLANNER ®, professional understands the responsibility of being entrusted with your future, so they choose to commit to a high standard of behavior, THE CODE OF ETHICS, which requires them to:
• Act with honesty, integrity, competence and diligence.
• Exercise due care.
• Maintain the confidentiality and protect the privacy of client information.
• Act in the client’s best interests.
• Avoid or disclose and manage conflicts of interest.
• Act in a manner that reflects positively on the financial planning profession and CFP® certification.
- Masters of Business Administration (MBA), University of St. Thomas
- Bachelor of Arts, Financial Management, University of St. Thomas
- CERTIFIED FINANCIAL PLANNER™
- Certified Investment Management Analyst (CIMA®)
- Behavioral Financial Advisor™ (BFA™)
- Fraternal Insurance Counselor (FIC)
- Life & Health Insurance License
- FINRA Series 66 Uniform Combined State Law
- FINRA Series 7 General Securities Representative
Happy to meet in-person, virtually or on phone!
701 Xenia Ave. S., Suite 550, Golden Valley, MN 55416
To schedule a complimentary consultation, click Schedule with Jerry or call 612-235-3425.
- Bachelors of Finance, University of St. Thomas
- Masters of Business Administration/Management, University of St. Thomas, Opus College of Business
- Masters in Business Administration
- CERTIFIED FINANCIAL PLANNER®
- Fraternal Insurance Counselor
- Certified Investment Mgmt Analyst®
- Behavioral Financial Advisor™
- Series 7 - General Securities Representative
- Securities Industry Essentials
- Arizona
- California(Insurance Lic. #4126930)
- Florida
- Illinois
- Iowa
- Kentucky
- Massachusetts
- Minnesota
- Missouri
- Montana
- Nebraska
- Nevada
- North Carolina
- Pennsylvania
- Texas
- Wisconsin
Insights
Office location
Golden Valley Location
701 Xenia Ave. S., Suite 550
Golden Valley, MN 55416
Phone763-294-7717HoursGolden Valley, MN 55416
M – F: 9 a.m. – 5 p.m.
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.