In his role as Advisor, Jerit gets the unique opportunity to learn about Gilbert & Cook’s clients
and what’s truly important to them. Being able to build relationships and help others understand
their financial situation is what makes his position rewarding. The ultimate goal is to help them
live their life of abundance.

Jerit earned his bachelor’s degree from Grand View University in Des Moines, IA. After graduation, he immediately
started his career in the financial services industry. He has continued his education on financial planning through the
College of Financial Planning, Kaplan University, and Cannon Financial Institute. *

He is involved in his local Financial Planning Association chapter and has served as a board member. Jerit is also a board
member of the Mid-Iowa Estate and Financial Planners.

Active in his community, Jerit is a big brother, big sister volunteer. He is also a graduate of the Greater Des Moines
Leadership Institute Community Leadership program
. Jerit and his wife, Kate, live in Urbandale with their dogs,
Winks and Draper. Together they enjoy exercising, weekends at the lake, and spending time with friends and family.


*Learn more about the benefits of these designations.