Jerry has over 30 years of certified public accounting experience and 15 years as a certified financial planner. He values and understands the dynamics of operating a successful business. Through client education and collaboration, he helps individuals and Arizona business owners protect their financial futures by providing tax and certified financial planning. Proactively analyzing and evaluating each client’s goals and objectives, he assists with wealth preservation, estate and gift tax planning, retirement plan distributions, charitable giving techniques, gifting limitations, transfer tax equivalent credits, generation skipping-transfers, split gifting, spousal trusts and education and medical gifting. Jerry’s strategic approach helps each business owner navigate individual and business performance through appropriate financial tools.