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We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Small business retirement plans and strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

Jerry is the CEO of Premier Financial Resources, LLP. He has 33 years of experience, beginning his career in the financial services industry in 1982. He added his securities license in 1984 and has been working as an independent...

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Ron believes his many years as a teacher gives him a unique view of helping people with their financial futures. Financial planning being truly “another way of teaching” is a theme in his philosophy. Ron understands that investing in...

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Zach focuses on evidence based investing to help clients focus on what is most important to them. 

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Jackie is the Business Manager here at Premier Financial Resources, LLP. She has been working in the financial services industry since 1985. Jackie manages the operations, client filing, accounting, and marketing aspects of the office....

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Tammie joined the Premier Financial Resources team in October of 2017 and brings with her a wealth of experience. She had worked in the back office of a large Broker Dealer and has experience running a family businesses. Tammie...

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