Jerome provides planning‑based wealth management guidance to individuals and families, helping them build, manage, preserve, and thoughtfully transition wealth across generations. His long‑term investment approach emphasizes disciplined decision‑making and alignment between financial strategies and what matters most at each stage of life. He delivers guidance—ranging from retirement and estate planning strategies to risk management, tax‑efficient planning coordination, and access to banking, and lending services through affiliates—with flexible portfolios designed to evolve as goals and families change.

A Financial Advisor since 1999, Jerome holds the Series 7, 63, and 65 securities registrations, along with life, health, and long‑term care insurance licenses [CA Insurance License Number: OH05779. Resident State: KY].

Jerome’s commitment to disciplined planning and client service has been recognized through multiple industry distinctions. He was named a Forbes Best‑in‑State Wealth Advisor in 2020, 2021, 2022, 2023, 2024 and 2025. * He has also earned the Wells Fargo Advisors Platinum Council designation (previously Premier Advisor) each year from 2018 through 2026, a recognition reserved for a select group of advisors within the firm. **

Jerome is a graduate of the University of Louisville, where he earned a Bachelor of Science degree in Business. He is also a proud member of the final senior class of Flaget High School.

Beyond his professional practice, Jerome is actively involved in the Louisville community, serving as the volunteer coordinator for Habitat for Humanity of Metro Louisville and volunteering with the Crusade for Children. He and his wife, Lisa, are the parents of four grown children. Outside the office, Jerome enjoys restoring and preserving classic automobiles—particularly Pontiacs—a hobby he has pursued for more than 20 years, as well as camping, hiking, and real estate investing.

*2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). 2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com). 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com). 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20 (Source: Forbes.com). 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

**2018-2023 The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure. show less. 2024-2026 The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production from the previous year and professionalism.