Meet Jerry
As Investment Services Manager at OCCU, I lead a team of Financial Advisors and Financial Services Coordinators dedicated to delivering high-impact financial planning and investment management solutions.
With a background as a banker, advisor, and leader of wealth management teams, I’m passionate about supporting our advisors and coordinators as we deepen relationships and foster collaboration across OCCU’s business lines to create integrated solutions that truly serve our members’ needs.
Joining an organization committed to enriching lives with humility, tenacity, and heart—values that closely align with my own—is especially meaningful to me. I’m energized by the opportunity to strengthen OCCU’s community impact through teamwork and strong partnerships.
My wife and I are both third-generation Oregonians and have deep roots in the Willamette Valley. We have two children and enjoy spending time outdoors, playing an occasional round of golf, traveling and watching sports.
13Investment advisory services offered through PFG Advisors, LLC, a SEC registered investment adviser. Securities offered through Osaic Wealth, Inc., member FINRA/SIPC. Insurance products offered through approved carriers. OCCU Investment Services, Oregon Community Credit Union, PFG Advisors, LLC, and Osaic Wealth, Inc. are separately owned entities and are not affiliated companies. Osaic Wealth, Inc. and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation.
CLICK HERE FOR A COPY OF PFG ADVISORS’ RELATIONSHIP SUMMARY (FORM CRS).
CLICK HERE FOR A COPY OF OSAIC WEALTH, INC’S RELATIONSHIP SUMMARY (FORM CRS).
Free and simple tools are available for research firms and financial professionals at INVESTOR.GOV/CRS, which also provides educational materials about broker-dealers, investment advisors, and investing.
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