40+ Years of Service
Jerry has more than 40 years of CPA experience having been with Erpelding, Voigt & Co., L.L.P. since 1981. He provides services to a variety of clientele including farmers, construction, manufacturing, banks, rental real estate and retail.
He provides clients with tax, accounting, financial services and consulting including retirement, succession and estate planning. He provides services for corporations, partnerships and limited liability companies as well as individuals. Jerry is also an Investment Advisor Representative with a Series 6 & 63, and holds a life, health, and accident insurance license. Jerry handles our Buffalo Center, Iowa office every Wednesday throughout the year and also on Fridays from January through April 15.
Jerry graduated from the University of Northern Iowa with a Bachelor of Arts degree in Accounting.
Jerry serves his community as Treasurer of Algona Economic Development Corporation, Past President of Algona Lions Club and is a member of the Algona Ambassadors. He is also a member of the Iowa Society of Certified Public Accountants and the American Institute of Certified Public Accountants. Jerry enjoys singing in the Algona Cornbelt Chorus and in the church choir. His other hobbies include golfing, working in the yard, and travel.
Avantax WM HoldingsSM is the holding company for the group of companies providing financial services under the AvantaxSM name. Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Erpelding, Voigt & Co., L.L.P. Although Avantax does not provide or supervise tax or accounting services, our Financial Professionals may offer these services through their independent outside business. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses.