Jerrie has been in the financial planning industry, focusing on retirement planning since 1994. A desire to help individuals achieve financial and retirement success led Jerrie to the financial planning field as a trusted advisor at Financial Focus LLC. She has been a part of the Financial Focus LLC team since 1998.
Jerrie approaches financial planning with an enthusiastic, common sense philosophy. When working with clients, she has the ability to analyze their current situation and design a specific individualized plan to assist them in realizing their financial and life goals.
Jerrie is married, the mother of three and grandmother of two wonderful grandchildren. A longtime Encinitas resident, Jerrie has been active and held leadership positions in local organizations. In her spare time, Jerrie enjoys traveling and spending time with her family and her two dogs.
- Northern Arizona University – Accounting Major
- Insurance Licensed – Insurance and Annuities – License No. 0673849
- Registered Representative – Securities America
Securities offered through Securities America, Inc, Member FINRA/SIPC. Advisory services offered through Financial Focus LLC. Financial Focus LLC and Securities America are not affiliated.