Jerry H. Lorey, LUTCF

Phone: 318-424-1116
Fax: 318-424-2151
E-mail: jerry@tfgfinancial.net

Jerry Lorey is one of the founding partners at TFG Financial, a full service Estate and Business Succession and Wealth Conservation firm. He started his career as an agent with New York Life Insurance Company in 2004. He is a 2008 & 2009 member of New York Life’s Chairman’s Council.  Jerry has been a member of the Million Dollar Round Table (MDRT) since 2008. MDRT members are the top 5% of all life insurance producers worldwide.  Jerry has a Bachelor of Science from Louisiana Tech University and is currently pursuing the designation of Chartered Financial Consultant (ChFC®) with The American College in Bryn Mawr, Pennsylvania. In 2009, Jerry earned the LUTCF designation from The American College.  Jerry is a Member Agent of the Nautilus Group, a resource for estate conservation and business succession planning that is made available to a limited number of subscribing agents. Through his membership, he works hand in hand with the Nautilus in-house team of professionals who have credentials in law, taxation, accounting, insurance, finance and philanthropy. Jerry’s business process allows him to get to know you and your dreams for family, business and community legacy. Jerry works with the Nautilus professional team of over 30 support staff based in Dallas, Texas, and your local advisors to design a customized business or estate plan that meets your objectives.

Jerry resides in Shreveport with his wife Merritt and their four children. In his spare time he enjoys C.E. Byrd High School baseball,running and scuba diving.