Jerry’s history includes Director of Training, Development & Managing Principal at Sagemark Consulting, the Premier Advanced Planning Division of Lincoln Financial Advisors. For almost a decade he counseled hundreds of financial advisors, CPA’s, CFP’s and attorneys on how best to plan for their own practice & their client’s futures while maintaining his own financial planning practice.

As a comprehensive Estate/Financial Planner, Jerry serves the planning and investment needs of families. He brings a unique perspective by focusing on the formulation and careful implementation of personalized and confidential family centered strategies. He credits his extensive experience and integrity to his successful relationships and finds that families come to rely on him for all facets of their financial affairs.

Jerry also serves as the primary financial advisor to many owners of very large privately held family businesses. He works with families who have built their businesses from their bootstraps and are now anchors in their local communities. Jerry understands the complex regulatory issues when sorting through business exit and succession concerns. He also helps families limit their liability across various business entities, through careful and custom asset protection strategies.

Specifically, Jerry helps families identify and implement strategic and tactical solutions that enable them to keep more of what they accumulate, to conserve and protect those assets and to distribute those assets with the least amount of taxes and complexity - coaching around the highest and best alternatives. For many families he has been the chief catalyst in quarterbacking the shift of tens of millions of dollars from one generation to the next (and beyond) in an insulated tax free environment.

Jerry and his team at Sage Portfolio Management LLC offer customized cross disciplinary services to families, which allows families to identify both coordination gaps and opportunities, often generating very significant savings.

Jerry holds a Bachelor of Business Administration degree from the University of Oklahoma, Price College of Business. He enjoys being a husband and father, buying and selling real estate for fun and profit, traveling, tennis and playing guitar. He is also the visionary founder of M.I.T. Professional Training and Coaching where he volunteers and has mentored multiple hundreds of people in an attempt to help them find their purpose in life. He and his beautiful wife, who is an amazing woman & CEO of a busy DFW surgery hospital are co-creators of and blessed with twin Spirit-Filled full throttle sons Jarrod and Zephan. Both will attend the University of Oklahoma and plan on becoming doctors.