Jerry Tsai joined Pfister Financial Services in October 2024, bringing with him a rich background in education and technology entrepreneurship. After helping to build and sell a software company from the ground up, he was led to a career in financial services by his dedication to helping others achieve their goals. His partnership with Mark began through a shared faith community and blossomed as they discovered their aligned vision of values-based financial planning.

Jerry’s professional philosophy centers on creating generational impact and meaningful legacies for his clients. Jerry specializes in helping business owners optimize their financial resources, with particular expertise in tax-efficient strategies that align with their goals and values.

As a guide, advocate, and confidant to his clients, Jerry prioritizes building strong, lasting relationships over transactions. His approach reflects his commitment to always putting clients’ best interests first, ensuring that every recommendation and strategy serves their long-term objectives.

A lifelong learner, Jerry embraced a personal “Decade of Learning” challenge in his thirties, acquiring diverse skills ranging from Mandarin Chinese to scuba diving, and from improv to drums. His leadership qualities emerged early in his university years at the University of Cincinnati, where he served as Student Body President and was crowned Homecoming King.

Jerry shares his life with his wife Kathryn, their daughter Sophie, and their beloved retriever-mix, Kya. When not serving clients, he can be found on the golf course or enjoying quality time with family and friends.

At Pfister Financial Services, Jerry combines his entrepreneurial experience, dedication to continuous learning, and passion for helping others to create comprehensive financial strategies that empower clients to achieve their dreams while building lasting legacies.