Team

Bert Jeffrey

In Memory Of

Bert Jeffrey changed my life by giving me my first opportunity to be a Financial Advisor and I will forever be in debt to him for that. Bert was a genuine man of God and you could see that in his interactions with his family, his...

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Jason Cutaia

Customer Service Manager

281-852-1130

Jerry Cutaia, CRPC

Wealth Manager

(281) 852-1130

jcutaia@wradvisors.com

Jerry Cutaia, CRPC is a Wealth Advisor and the CEO of Shepherd’s Way Financial. As a Wealth Advisor Jerry’s mission is to help people reach the financial goals they have set for themselves and help manage the financial risks that life...
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Shelley Cutaia

Customer Service

Tyler Getz

Relationship Manager

281-852-1130

Tyler.Getz@lpl.com

Tyler Getz serves as our Relationship Manager at Shepherd’s Way Financial. In this role, Tyler plays a vital part in managing and growing strong relationships with clients while delivering tailored financial strategies to meet their...
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