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 financial advisor since then.
Since 1984 Jerry has been building his practice by emphasizing the educational aspect of his relationships with clients. His clientele is comprised mainly of individuals and small business owners. He focuses on making sure his clients have the information they need to make intelligent financial decisions. Jerry works closely with each individual and family to develop a financial plan designed to meet their specific objectives. He incorporates his knowledge and experience to help clients more effectively work toward their financial goals.
A lifetime resident of Little Falls, Minnesota, Jerry is actively involved in his church and the community. He has a specialized interest in estate planning. He focuses on positioning his clients to ensure their wishes are met when it comes to transferring assets.
Jerry graduated from North Dakota State University with a B.S. degree and took graduate courses at the University of Minnesota. Jerry continues to read current research publications and he takes continuing education classes to keep up to date with industry changes and product updates.