JACKSON ERWIN - Key Persons

Job Titles:

• Partner, Tax Consultant & Insurance Professional

With Jerry, clients always come first, and when conducting business, he does so with honesty and integrity. His ethical professionalism shines and clients are assured their concerns matter to him. He prides himself on making every client feel like his only client, which makes him stand out from other professionals in the field. He takes the time to assess their needs by listening intently and understanding their goals. Jerry finds true satisfaction in fulfilling and exceeding clients' needs and expectations because his drive and self-worth stems from helping others. He is committed to providing the best retirement income strategies and does so with open-mindedness and a touch of humor. To best serve his clients, Jerry earned a bachelor's in accounting, is a U.S. Treasury enrolled agent, retirement income planner, as well as a licensed health and life insurance agent. He also holds the ATA and NATP designations. Outside of the office, Jerry enjoys traveling and meeting new people.

Job Titles:

• Partner & Insurance Professional

John is committed to always putting his clients' needs first and truly getting to know them before he provides guidance for retirement income plans. For more than 25 years, he has made it his priority to seek out the right strategies for clients that will protect, preserve and grow their wealth. Curious at heart, he continuously seeks to better educate himself on trends and topics that could potentially affect his clients so he can serve them to the best of his ability.