Office: (701) 751-8520
Jerry serves as a financial advisor and trust officer. He develops custom wealth plans based upon clients’ unique needs, which may include investments, retirement income, risk management, estate planning and business transition planning – including farms and ranches. Jerry graduated from University of South Dakota with a business administration degree. He holds Series 7 and 66 securities licenses and a life and health insurance license.
Jerry comes from a big family, having seven siblings and 30 nieces and nephews. He admires his parents for somehow raising eight kids while keeping their sanity and nurturing a family that still gets along.
Not Insured By FDIC or Any Federal Agency / May Lose Value / No Bank Guarantee