Jerry Perfect, CFS®, AIF®
Prior to joining Infinitas, Jerry was the founder and owner of Gateway Wealth Management. His career as a financial advisor spans more than 25 years and speaks to his commitment to always put his client’s needs first. While working in all phases of wealth management, his focus is on helping clients in or near retirement, to assess how best to negotiate this critical life event.
Jerry graduated from Northwestern Oklahoma State University with a BS in psychology. He joined Shearson Lehman Hutton (SLH), now Morgan Stanley, in 1987 and was awarded SLH’s Certificate of Achievement for superior performance. After leaving SLH in 1990, Jerry started and operated Property Consulting Services, a very successful real estate appraising, consulting, and property management company. He sold his partnership interest in December 1995 to found Gateway Wealth Management, Inc., formerly Wurzer and Associates, Inc., as managing partner.
Jerry feels that his extensive training and experience with a major Wall Street brokerage firm, as well as his years as a successful business owner, have prepared him well to serve as a financial advisor. Jerry holds FINRA Series 3 (Commodities), Series 7 (General Securities), Series 24 (Registered Securities Principal), Series 63 (Uniform Securities Exam), and Series 65 (Uniform Investment Adviser) securities registrations through Commonwealth Financial Network®. He has earned the designation of Certified Fund Specialist® (CFS®) and Accredited Investment Fiduciary® (AIF®). He is currently a registered representative and investment adviser representative of Commonwealth Financial Network, member FINRA/SIPC, a registered investment adviser.
Jerry has been selected as a Five StarSM Wealth Manager* for 2007, 2008, 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016, and 2017 in the greater Kansas City area. He was nominated for this award by clients of the firm.
Jerry serves on the board for the Kansas City Chapter of the Folds of Honor. He also serves in a volunteer capacity with Ask a Mentor, A Child’s Hope, Safe Families, and YoungLife.
Jerry and his wife, Jill, have two children, Joshua and Sarah. In addition to spending time with his family, Jerry enjoys golf, reading, travel, and the great outdoors
Jerry Perfect is proud to have been recognized as a Winners Circle advisor for 2013—a distinction based on annual production attained by just 6 percent of advisors affiliated with Commonwealth Financial Network during that time.
*Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 880 Kansas City wealth managers were considered for the award; 216 (25 percent of candidates) were named 2016 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.
Client Relations Manager
Prior to joining Infinitas, Sara was the director of operations for Gateway Wealth Management, joining back in September 2000. Sara oversees operational issues, including new accounts, account transfers, customer service, account maintenance, compliance issues, and assures that the day-to-day questions from clients are handled in an expeditious and professional manner.
Prior to working with Gateway Wealth Management, Sara was operations manager for the retail company Eddie Bauer. She holds FINRA Series 7 (general securities) and 66 (Uniform Combined State Law Examination) securities registrations as a registered sales assistant. Sara is also a Kansas Notary Public. Sara earned her bachelor of science from Central Missouri State University with a degree in business administration.
Sara and her husband, Kyle, live in Eudora and have three children: Tyler, Brynn, and Kyla. Sara is passionate about spending time with family and friends. She spends most of her free time supporting her husband who coaches at the high school level and her kids in their various sporting and school activities. Sara is also an active member in her church.
Director of Wellness
Aubree joined Infinitas two years ago and quickly took on the role of “Director of Wellness” in making sure that “everyone is taken care of.” Two days a week, Aubree keeps all drinks and snacks stocked, maintains the conference rooms so they are well kept and professional looking, distribute the mail, and helps prep for client meetings. She also helped kick off the well famous “Smoothie Day” for her coworkers.
Aubree’s family members are the most important people in her life, and she enjoys watching two of her favorite sports teams with them, Kansas City Chiefs and Royals. She is currently in a weekly bowling league. Aubree also participates in Special Olympics each year in bowling and bocce.
Chelsea is the office coordinator for Infinitas. She ensures that the front office operations run smoothly and support other business activities as needed. She communicates with clients and guests face-to-face and over the phone with a warm greeting and friendly hello.
Chelsea is currently pursuing her BS in digital marketing and expects to graduate in early 2021. She is a highly driven business professional with a background in customer relations and e-commerce management. Her prime objective has been to deliver memorable work that meets business needs through dedication, passion, experience, strategy, and striving to embody servant leadership. She is a Kansas City native – born and raised!