Drawing on his more than 40 years of experience, Jerry takes pride in offering his clients personalized tax planning and consulting services. He serves a number of high net-worth individuals and their businesses in the healthcare and oil and gas industries. Jerry’s expertise extends into areas like estates and trust, tax compliance and tax consulting, and tax planning.
Jerry is a member of many professional affiliate groups, including the American Institute of Certified Public Accountants (AICPA), the Texas Society of Certified Public Accountants (TSCPA), the Houston Chapter of Certified Public Accountants, and the Houston Estate and Financial Forum.
Certified Public Accountant (CPA)
Personal Financial Specialist (PFS)
University of Southern Mississippi, Bachelors
2 Riverway 15th Floor Houston, TX 77056