Jerod holds a Bachelor’s Degree in Finance with a minor in economics. Jerod also holds a WMCP® Designation. Jerod has been in the financial services industry for the better part of a decade with most of that time spent trading commodities and commodity futures. Jerod often jokes about all his grey hairs being a direct result of his years spent trading commodities.
Jerod joined CFG in April 2022 as a Wealth Manager. His ultimate goal is to be more “useful” in life and help his peers navigate their way through financial and retirement planning. Often self-referred to as a nerd, Jerod really enjoys numbers, spreadsheets and solving the puzzle of the total financial plan. Jerod has the heart of a teacher and loves educating others.
Jerod lives with his spouse, Angie in Vancouver WA where they both enjoy fitness, the outdoors, “glamping”, hiking, riding their Polaris RZR and golf. They also own a 1971 C-10 Chevy pickup that they take to car shows in the summer time. You can also catch Jerod and Angie enjoying all the great food, wine and micro-brews the Portland/Vancouver area has to offer.