Employee Profile
Jerry Georgopoulos



Co-Founder/Consulting Advisor

Co-Founder Jerry Georgopoulos has spent his entire career in the financial advisory field counseling senior executives on comprehensive financial planning. He began his career in 1995 with The Ayco Company, LP, a Goldman Sachs Company, where he served senior executives with distinction at numerous Fortune 500 Companies. He joined KPMG to develop their employer sponsored executive financial planning program in the southwest and western regions. He then founded Executive Financial Group, a firm that continues to specialize in counseling corporate executives today as Exencial Wealth Advisors.

Jerry graduated from Villanova University in 1992 with a Bachelor of Science in Accountancy and from Villanova School of Law where he earned his Juris Doctor in 1995. He also enlisted for three years in the United States Army, where he later received his commission as a 2nd Lieutenant in the Army Reserve as an Infantry officer.

Jerry and, his wife, D'Ann live in Corsicana.


Advisor Team