Jerry has provided financial planning and investment advisory services to individuals, business owners and companies for nearly 20 years. Prior to starting BMY Wealth Management Group in 1995, Jerry spent more than 10 years in the accounting industry. He attained his Certified Public Accountant certification in 1969, and worked for Rowland, Thomas & Co in Miles City, Montana.
Jerry received a bachelor’s degree in accounting from Montana State University in 1968. Jerry is registered with LPL Financial. He holds Series 7, 24, 63, and 65 registrations through LPL Financial, as well as life, health and variable annuity licenses.
Jerry and his wife, Christine, live on Lake Granbury in Granbury, TX. Jerry enjoys golf, fishing and spending time with his family.