Our Team

Jerry Egermier, CFP | Chairman and Founder

Jerry Egermier, CFP

Jerry has been providing investment guidance and financial services to both individuals and businesses for over 30 years. In 1993 he opened his own office, now known as Egermier Wealth Management Group. The company is dedicated to giving clients confidence by providing experienced, trustworthy recommendations to help them work toward their goals of financial independence. In 2006, with the growth of his firm, Jerry purchased and constructed the firms current office, located one block south of 156th and West Center Road.

Jerry is a CERTIFIED FINANCIAL PLANNER and has actively pursued his education in financial services, participating in professional study programs and completing advanced courses in the investment planning field including training specializing in IRA distributions.

Jerry has served as the president of the Financial Planning Association of Nebraska as well as serving on its Board. Jerry has also served as a FINRA arbitrator. He has been called upon to provide his financial expertise, including television and radio appearances, and has been quoted in publications such as the Midlands Business Journal, InvestmentNews, USA Today and the Omaha World-Herald.

Click here to contact Jerry: gerald.egermier@lpl.com