Jerry Dunn

Jerald L. “Jerry” Dunn advises clients on all facets of financial and estate planning, helping them chart a financial course for lifetime wealth creation.

Jerry brings over 40 years of direct investment experience with institutions, foundations, and individual clients to implement customized, goals-based investment and financial life guidance.

Previously in his career, Jerry focused on recommendations related to internal and external equity as well as fixed income and alternative investment strategies. He assisted in developing the use of external managed strategies at Boettcher & Co. starting in 1980 and contributed to the due diligence of internal and external managers at Wachovia Securities Financial Network. Jerry also offered significant input into the reviewing and updating of client investment performance reporting processes.

Jerry received a B.A. in Managerial Economics from Fort Lewis College, a M.S. in Business Administration from the University of Wyoming and was on the faculty of the College of Commerce and Industry at the University of Wyoming. Jerry has been a Certified Investment Management Analyst® (CIMA®) through the Wharton School at the University of Pennsylvania since 1995.  Jerry has also been a Certified Financial Planner^TM (CFP®) since 1982.

Outside of the office Jerry enjoys spending time with his three children and eight grandchildren. He also likes to share time with his family at their mountain home, going fly fishing and taking in the occasional game of golf.