Gerry is a Certified Public Accountant and a Certified Financial Planner™ practitioner. He received a Bachelor’s Degree in accounting from Kansas State University in 1984 and is a member of the American Institute of CPAs and Kansa Society of CPAs.

Gerry is married and has two children. Gerry continues to collaborate with Amy in her practice as he believes a team is a solid base of advisors is important to offering many ideas and approaches for his clients to help them achieve their goals.