Jerry brings nearly 40 years of financial services experience to the Bahe Farnsley Advisors team.  He received his undergraduate degree in Business and Marketing from Indiana University, and has earned Masters degrees in Management and Human Resources. 

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Jerry has been a Branch Manager of both Securities Brokerage and Insurance offices. He has been active in financial planning and investment management for most of his career, and he is a co-developer of the Enterprise Advantage Portfolio’s™ trademarked program.