As Practice Business Manager, Jeri helps ensure that our office runs smoothly, both from the clients’ perspective as well as from our industry’s regulatory perspective. She makes sure that the needs of our clients and the daily office procedures are handled in a timely and efficient manner.

Jeri has been working in the financial services industry, and more specifically with the Melges family, for over three decades. She is a registered investment advisor representative and holds series 7, 8, 63 and 66 licenses

Personal Information

Before joining the Melges Group, Jeri attended Kellogg Community College and worked as a National Product Manager for a Texas firm. She is the proud Grandmother of 15 grandchildren.