Jeri Richard,
CEPA®, AAMS®
Financial Advisor, Certified Exit Planning Advisor®
Investment Management Consultant
Jeri coordinates the team’s marketing strategy and business development efforts within the entrepreneurial community. Like Stephanie, she’s particularly committed to empowering women founders and enjoys elevating other women through mentoring and volunteering within the community.
Jeri began her wealth management career in 2014 when she joined SKA Wealth. For eight years prior to joining SKA Wealth, Jeri held an executive management role within a Fortune 500 company.
When not working for the founder community, you can find Jeri on a trail somewhere in the Columbia River Gorge or prepping for her next summit attempt. She and her fiancé, Jared, are Portland natives who always have travel on the agenda when they’ve got time to get away, with favorite destinations including New Orleans and wherever their favorite band happens to be touring.
