As co-founder of SUSMV, Jerry strives to provide a wide range of services, including tax planning for businesses and related owners, estate and succession planning, and business purchases and sales. His primary focus when working with existing clients is keeping all offered advice in line with what he knows about the client’s future, family and business goals. For new clients, he listens first to learn the client’s background and family history before any advice is given. He always gives at least one hour of free time to listen to their life story. He enjoys hearing positive feedback from long time clients that appreciate the help we have given them over their careers.
- Education
- Bachelor of Science Degree in Accounting, Mankato State University
- Licenses & Memberships
- Certified Public Accountant (CPA) licensed in Iowa and Missouri
American Institute of Certified Public Accountants
Iowa Society of Certified Public Accountants
CEA (Certificate in Educational Achievement) with AICPA in Tax Planning for Closely Held Business
- Community Involvement
- Pella Community Foundation – Past Board Member and Treasurer
Pella Christian Clay Target Team - Past Board Member
Eagle Partners LLC (Land acquisition entity for PCHS) – Past Treasurer
Second Christian Reformed Church – Several terms on the Church Council
Pella Christian Grade School - Past President and Board Member
Trinity Christian College in Palos Heights Illinois – Past Board Member
- Interests & Hobbies
- Fishing and collecting old wooden Creek Chub fishing lures
Hunting
Woodworking
Traveling
Activities with his family and grandchildren
- Person in history you most admire
- Ronald Reagan for his leadership
- Describe yourself with one word
- Content