SITEMAP LEGAL, PRIVACY, COPYRIGHT AND TRADEMARK INFORMATION
Avantax financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Investment Advisory Services offered through Avantax Advisory ServicesSM. Insurance services offered through an Avantax affiliated insurance agency.The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.
Jerome Kotzur joined Bumgardner Morrison in 1980 as an entry-level accountant and currently leads the firm as the managing partner. He is responsible for developing goals and objectives for the organization and leads the team in providing outstanding solutions to our clients in the area of wealth management, taxation, and attestation services. Kotzur, along with his executive team, oversees scheduling of the professional staff, quality control of services performed and development of long-range goals and objectives. Jerome holds a Certified Public Accountant license, Texas Resident Life and Health Insurance license and has passed the FINRA Series 7 and 66 exams. Promotion of a comprehensive approach to wealth management that includes tax advantage investing and solutions is at the forefront of the goals and objectives of the firm’s executive team.
Jerome earned his Bachelor of Business Administration in accounting from Texas A&M University. He is actively involved in professional organizations, such as the American Institute of Certified Public Accountants and the Texas Society of Certified Public Accountants. Since 1980, Kotzur has served in various capacities to church, civic and non-profit organizations throughout the area. Currently, Jerome spends his free time studying theology and Catholicism in conjunction with his enrollment in the Diocese of Victoria Diaconate Class of 2020. In his spare time, Jerome enjoys spending time with his family (especially his grandson, Nathan), attending Aggie football games, and reading. He and his wife, Tammy, have four children—all of which have completed college and are now pursuing their careers.