PROFESSIONAL BACKGROUND
I empower my clients with strategies designed to simplify and navigate life’s financial journey. I do that by offering strategic planning, wealth management services and financial products that are custom tailored to my clients’ specific situation and goals. I have a passion for helping Christians to invest according to their values.
Jerod is a graduate of Baylor University where he earned his B.B.A. in Finance and Entrepreneurship. Jerod loves spending time with his wife, Kiersten, and his three children, Sienna, Gemma, and Henry. When not at work or with family, you can likely find Jerod playing basketball across Grapevine, Southlake, and Colleyville.
LICENSES AND CERTIFICATIONS
- Investment Advisor Representative of Hornor, Townsend and Kent, LLC
- General Lines — Life, Accident & Health
- Series 7 & 66
- Chartered Financial Consultant (ChFC®)
MEMBERSHIPS / COMMUNITY
- St. Francis of Assisi Catholic Church
- Conscious Capitalism
- Catholic Financial Planners Network (CFPN)
- Claritas
- Catholic Men of America