Overview

Jerry has over 25 years of experience in helping financial institutions meet strategic objectives. Jerry has assisted financial institutions in a variety of capacities, including audit, accounting, and consulting services. Jerry also serves as the Financial Institutions Group leader for CLA for Texas and Oklahoma.  In this role, he works to coordinate CLA resources to serve financial institutions in these areas.

Upcoming speaking engagements

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Resources and event materials

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In the community

American Institute of Certified Public Accountants

Certified Public Accountant in the state of Texas

Texas Society of Certified Public Accountants

• Financial Institutions Conference Committee (2000-Present)
• Financial Institutions Chairperson (2005-2006, 2013-2014)

Independent Bankers Association of Texas

Texas Bankers Association