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 over 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 & 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.
Brook Deaver, CFP®, MBA
As a financial advisor, Brook feels privileged to play a significant role in his clients’ lives as they each travel their unique financial path. He strives to build long-term relationships based on mutual trust. Brook focuses on educating clients on appropriate investment and planning strategies, and takes pride in offering objective advice.
Brook has been providing financial advice and investment management services to clients since 2003. He began his career in 1992 with Gardner and White, where he specialized in the design, implementation, and servicing of employee benefit plans for hospitals, nursing homes, and physician practices. From 1995 to 2003, Brook was a financial analyst and managed financial/business analysts for several Fortune 500 companies.
Brook received his undergraduate degree from Kansas State University in 1992. He completed his MBA at the University of Kansas in 2000. Brook holds the CERTIFIED FINANCIAL PLANNER™ / CFP® professional certification. He is FINRA-registered with the Series 7 (General Securities Representative) and Series 66 (Uniform Combined State Law Examination) securities registrations. He holds Life, Health, Annuity, and Long-Term Care insurance licenses. He is currently a Registered Representative and Investment Adviser Representative of Commonwealth Financial Network®, Member FINRA/SIPC.
Brook was born and raised in Wichita, Kansas. He currently resides in Overland Park, Kansas, with his wife, Suzanne, and sons, Ryan and Jonathan. Brook and his family are active in their community and church. He enjoys spending time with friends and family, reading and consuming finance, business, and investment information, playing basketball, and trying to break 90 on the golf course!
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.
Megan Irish Marquis
Client Service Specialist
Megan is the client service specialist for Brook Deaver’s business at Infinitas. She helps him maintain the highest level of client assistance. Megan holds the FINRA Series 7 (general securities) and 63 (Uniform Securities Agent State Law) securities registrations.
Megan joined Brook at Gateway Wealth Management, Inc., at the end of 2007. Previously, she had been with Smith Barney since 1998, where she specialized in retirement planning and 401(k) rollovers. She also has a great deal of experience working with not-for-profit organizations and charitable gifting.
Megan graduated from the University of Kansas with a degree in psychology and has lived in Kansas City, aside from commuting to Chicago with American Airlines, for seven years. She and her two children enjoy theater, traveling, and attending their school activities or KU basketball games. She also enjoys being outside with her two yellow labradors and gardening.