Having served as a pastor and follower of Jesus Christ, Jerry feels called to leverage his talents and expertise in guiding clients to optimize their financial opportunities. Through his work, he finds profound fulfillment in returning to God what He has graciously bestowed upon him and feels blessed to witness clients achieve goals that align with their purpose. Jerry's approach starts with recognizing the “why.” It is essential for him to understand his clients' perspectives and motivations so he can then use meaningful and measurable data to help them achieve their objectives.

In his personal life, Jerry treasures moments with his wife and son, especially when on a beach in Hawaii. As an active church member, Jerry’s heart feels full when serving God and his church family.

For more than 15 years, Tyler has led a financial practice deeply rooted in service, education and transparency. To be able to help you make decisions about your financial present today, that will impact the rest of your future and your family's future, is what gets him excited every day about the tremendous impact comprehensive dedicated planning can have.