TESTIMONIALS

“Our company has been profoundly impacted by Mr. Kerr's work throughout the entire organization. Jerry brings consistent structure to the decision-making process, insights into our customer acquisition efforts, leadership around strategic planning, discipline for our new employee initiatives, and just the right behaviors to our culture of ensuring people are seen and heard every step of the way. I know that my leadership team operates with confidence knowing Jerry ensures we delight customers and team members every day!

-Chris Maskill, Founder & CEO Trueline Capital

“I had the pleasure of working with Jerry Kerr in leadership roles for 6 years during a time of dramatic change for our industry and our company. Jerry is exceptional at translating business objectives to his team, fielding difficult conversations, focusing on positive outcomes and courageously leading through ambiguity. While the landscape may be shifting beneath him, Jerry remains grounded in his core principles of doing right by clients, his team and his employer. He is adept at quickly establishing trust across stakeholders and clearing the clutter that impedes moving the team forward. In addition to these skills, Jerry has a knack for creating an environment where team members can bring their authentic selves and do their best work.”

-Lisa Trombley, Retired, SVP Private Wealth Management, U.S. Bank 

“After going through a difficult divorce, I was left feeling overwhelmed and lost when it came to managing my finances and planning for the future. That's when I decided to seek out the help of a financial advisor and life coach, and I am so grateful that I found Jerry Kerr.

Jerry is not only incredibly knowledgeable about all things finance, but he also has a unique ability to truly understand his clients on a personal level. He took the time to listen to my concerns and goals, and together we developed a comprehensive plan to realign my finances and estate planning.

Over the course of two years working with Jerry, I saw significant improvements in my financial situation and gained a newfound sense of confidence and control over my future. But more than that, I also gained a friend. Jerry's kindness, empathy, and genuine care for his clients go above and beyond what I ever expected from a financial advisor.

I am forever grateful for Jerry's guidance and support during a challenging time in my life, and I know that I can always count on him as a trusted advisor and friend for years to come. I cannot recommend Jerry Kerr enough to anyone in need of financial guidance and life coaching. He truly is a gifted professional who has made a lasting impact on my life.”

-C.R., Bend, OR

Current & Recent Clients 

  • Chris Maskill, Founder and CEO 

    Email: chrism@truelinecapital.com

    Phone: (206) 235-1386 

    Website: www.truelinecapital.com

  • Carroll Unruh, President and CEO 

    Email: carroll@oregonbeverage.com 

    Phone: (503) 480-5485 

    Website: www.oregonbeverage.com

  • Josh Unruh, Founder 

    Email: joshu@wearsmyshirt.com 

    Phone: (503) 309-4111 

    Website: www.wearsmyshirt.com