Company
Our People
Experience. Accountability. Performance. This is what you can expect to find at Bay City Financial.
Read more about our professional staff in the pages below.
Gerald S. Wallace
CFP®, MSFS, CRPS®
Owner, Financial Advisor
B.A. in Business Administration from Idaho State University
Concentrated Degree in Finance, Minor in Accounting
“Jerry” has over 30 years experience in the financial services industry. In 1992, Jerry created Bay City Financial Services, Inc. in order to concentrate his services in financial planning and money management. Jerry is responsible for client relationships and is a member of the investment management team. Jerry is a CERTIFIED FINANCIAL PLANNER™ and has earned his Masters Degree in Financial Planning. He is a member of the Financial Planning Association (FPA) and has served in various charitable agencies including Chinook Enterprises, Salvation Army and United Way of Whatcom County. Jerry has been living and working in Whatcom/Skagit County all his life and enjoys golf, fishing and spending time with his wife, Beth.
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