In today's complex world, the expertise and clear vision of a financial professional can help you pursue your financial goals.
Our advisors have decades of knowledge and experience in the financial services and insurance industry, and maintain a vigorous continuing education program to keep current on financial products, tax laws, and other information that may affect you.
This information should not be considered as tax advice. Clients should consult their tax advisor regarding their own tax situation.
Jerry graduated from Arizona State University in 1974 with a degree in economics and finance. He founded Advanced Benefit Systems in 1989, and has more than 40 years of experience assisting individuals and companies with risk management and estate planning issues.
Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. CA Insurance #0659602
Scott graduated from the University of Southern California in 1979 with a degree in marketing and finance. He was affiliated with Tax & Financial Group for 13 years prior to joining Advanced Benefit Systems in 1992. Scott specializes in the financial planning and investment advisory needs of high net worth families.
Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. CA Insurance #0569203