Jerry earned his Bachelor of Business Administration in accounting from Colorado State University and his Master of of Science in Financial Planning and Estate Planning at the College for Financial Planning. He earned his CPA designation in 1974. Jerry was accredited as a Personal Financial Specialist in 1993, earned his Certified Valuation Analyst designation in 1995, was accredited as a Certified Business Appraiser in 2001, is an accredited member of American Society of Appraisers, and is accredited in Business Valuation by the AICPA. Jerry joined Sample & Bailey as a shareholder in 1991. He works in the areas of taxation, estates and trusts, and business valuation.
Memberships & Affiliations
- American Society of Certified Public Accountants
- Colorado Society of Certified Public Accountants
- American Society of Appraisers
- National Association of Certified Valuation Analysts
- Institute of Business Appraisers
- Hepp Foundation – Director
- Rotary Club of Fort Collins – Past President
- Trustee on various charitable remainder and irrevocable trusts
