Jerry Yox, CFP®

Role: Lead Adviser

Joined WPC: 2018

Education: Graduate of the University of Dayton in 1984

Experience: Employed in the financial services industry since 1984 with nine years in the credit and lending industry. Began his investment career in 1993. Earned his Certified Financial Planner designation in 2006.

Family: Resides in Springfield Township with his wife, Amy, and their four children – Paige, Taylor, Carter and Colin

Activities: Enjoys watching all four of their children in their athletic events. Organizes gatherings for family and friends including an annual cornhole tournament for the benefit of Elizabeth Yox Scholarship.

Community Involvement: Coaches his children in basketball, soccer and baseball while serving on the St. Bartholomew Parish Council

What You
Should Expect

Together, we will simplify the complexities in your financial picture and collaborate to create
your unique blueprint for success..