A family-led advisory practice with the depth, credentials, and commitment to serve clients for generations.
Founder of Retirement & Financial Strategies with over 25 years of experience. Jerry now serves as President, providing guidance and consultation to the full advisory team.
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Emma brings a goal-driven approach to personalized financial planning and investment strategy, helping clients navigate every stage of life with clarity and confidence.
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Evan is dedicated to building meaningful, long-term client relationships — guiding individuals and families toward their financial goals with trust and precision.
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Kelsey oversees compliance management, marketing, high-level client service, and general office operations. She brings a strong financial background to her role, having previously served as a financial advisor and investment analyst.
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With over 25 years of experience, Connie manages account applications, forms, deposits, and account maintenance — ensuring clients and advisors alike have the support they need.
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Cindy is often the first voice clients hear and the first face they see. She represents RFS with warmth, professionalism, and a genuine commitment to every person who walks through the door.
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