Our Team

I value the importance of family and am grateful to God that I am active in my family’s life.  My wife Michelle and I married in 1995 and have three wonderful children: Emma (1999), Evan (2001), and Ella Claire (2005).

I believe balance in life is very important.  I strive to have continuous growth in my life and put forth effort to maintain physical, mental, emotional and spiritual health. I believe maintaining a positive attitude, taking persistent disciplined action, and learning from past mistakes and successes presents individuals the power to become the best version of themselves.

I am the original founder of Retirement & Financial Strategies.  I created the company to offer clients a highly focused local resource for financial planning and investment management needs.  After having over 25 years’ experience as a financial advisor, my current role as company President has developed into providing ongoing consultation to the financial advisor team as well as our customer service team.

My education background includes:

•    Earned the Chartered Retirement Planning Counselor certification (2008)
•    Earned the Certified Fund Specialist certification (2004)
•    Earned the CERTIFIED FINANCIAL PLANNER™ certification (2002)
•    Continued College Courses in a CERTIFIED FINANCIAL PLANNER™ Program at American College (2001)
•    Continued College Courses in an Accounting Certificate Program at University of Southern Indiana (1998/1999)
•    Bachelor's Degree from Western Kentucky University, cum laude (1993)

"Jerry Goetz has been our financial and retirement advisor since 2001. Jerry was recommended as a financial advisor by Dave Ramsey. I have found Jerry to be a very good man both professionally and personally. Jerry and his staff have always been prompt in their responses to my inquiries. While most of my calls to Jerry are financial related, we generally have to discuss matters such as family, football and hiking. I no longer live in Indiana, however we have continued to trust Jerry and his staff as our financial advisor team. We have been very pleased with the services and advice we have received." – Current Client

As a Financial Advisor, I help others navigate the path to financial freedom through personalized financial planning and investment strategies. My goal is to simplify complex decisions and help my clients with clarity in every stage of life.

I’m a goal driven individual who believes in setting a clear course and adjusting as needed to stay on track. I value the time, effort, and focus needed to help clients identify their goals and build a roadmap to achieve them. Trust is of utmost importance, and I’m dedicated to earning and maintaining it in all relationships.

Working as part of a family business, I believe in the power of a team-based approach. Our clients benefit from diverse experiences, perspectives, and a collaborative process designed to deliver holistic financial advice. We ensure each client receives the personal attention they deserve.

Outside of the office, I’m a passionate football fan who enjoys analyzing the game and managing my fantasy football team. I also enjoy working out, walking, and the time I can spend with family and friends.

Educational Background & Certifications:

• CERTIFIED FINANCIAL PLANNER® certification (2023)
• Investment Advisor Representative certification (2022)
• Western Kentucky University, B.S. in Finance with a concentration in Personal Financial Planning, summa cum laude (2021)
• Owensboro Catholic High School (2018)

I have always placed a high value on building meaningful relationships; both personally and professionally. As a member of the advisor team, I’ve had the privilege of working alongside clients for some time now, developing trust and strong connections. I look forward to continuing to grow relationships and guiding clients toward their financial goals.

Outside of work, one of my favorite things to do is spend time with my wife, Adaira. We love traveling, discovering new places, and trying local foods wherever we go. Whether it’s hiking through mountain ranges we’ve never seen before, visiting historic landmarks, or finding a nice restaurant in a new city.

I also find fulfillment in music and fitness. Playing guitar allows me to take the songs I enjoy listening to and bring them to life, which is especially rewarding when mastering a challenging song or technique. In addition, working out at the gym helps me maintain both physical health and mental clarity.

Educational Background & Certifications:

• CERTIFIED FINANCIAL PLANNER® certification (2025)
• Investment Advisor Representative certification (2023)
• Western Kentucky University, B.S. in Finance with a concentration in Personal Financial Planning, summa cum laude (2023)
• Owensboro Catholic High School (2020)

My duties include compliance management, marketing, high level client service requests and general office management.

My Educational Background:

• Owensboro High School, 2007
• University of Louisville, Bachelors of Science in Business Administration with a concentration in finance, 2010
• Auburn University, Master of Business Administration, 2013

Prior to joining the team in 2015, I worked in the financial services industry for 4 years as a financial advisor and investment analyst. 

I reside in Owensboro with my husband Jared and our son.

I am the Client Service Team Assistant. I assist the team of advisors by preparing and submitting account applications, forms and reports. I manage deposits, maintain account information and various other duties.

My responsibilities also include assisting clients with their account maintenance, data changes, beneficiary changes, Fixed Annuity processing, Account View maintenance and more. I have over 25 years of experience working as an assistant and I enjoy the process of supporting all of our advisors and clients in any capacity I can.

I have been married for over 30 years and we have 3 children and 2 grandchildren. My favorite times are those spent with family, whether it is outdoor activities, time at the beach or Sunday family dinners.