Jerry has over 45 years of experience of working with individuals, estates, and trusts, and closely held businesses. He has taught and worked with individuals and families to assist then in reaching their financial goals by long range planning for tax transactions, estate and financial planning. He has also been active in working with our wealth management group. In October, 2012 Jerry was appointed as a Commissioner on the California Estate Planning, Trust and Probate Law Advisory Commission he was then re-appointed for a four year term in 2015.
My wife and I love to travel. We have an undivided interest in an apartment in Venice, Italy for our anniversary week. We have spent the last twelve anniversaries there. The Jewish News Weekly has an annual poll. I have been selected as the number one favorite accountant in the "South Bay/Peninsula" for 2014,2013, 2012, 2010, 2008, 2007, and 2006. I serve on the Board of Directors of Avenidas, a senior center in Palo Alto.