Registered Investment Advisor , CPA, PFS
Jerry Callahan, the Managing Member has dedicated his career to helping others achieve their goals of financial success. His strong belief of serving the client has proven to be his greatest motivator. He is a CPA and PFS who focuses primarily in the healthcare industry along with individual wealth management. He has over 30 years of experience and brings an array of knowledge and passion that is unmatched. Jerry takes complex strategies and communicates them into easily understood solutions. Jerry received his Bachelor of Science degree in Accounting from Jacksonville State University in 1986.