Jerry Yox, CFP®

Lead Advisor

Role: Lead Advisor

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

Community Involvement: Coached his children in basketball, soccer and baseball while in grade school. Previously served on the St. Bartholomew’s Athletic Association and Parish Council

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