Since 2008, Kerri has been helping investors like you through the process of pursuing their financial goals so that they can focus on the most important things in life.
With the insight and industry knowledge that come with over 14 years in the business, Kerri provides her clients the information they need to choose the most suitable investment products and services for their specific financial needs, including financial planning, retirement planning, estate planning and wealth management.
Kerri is originally from Chicago and is a graduate of both Vanderbilt University and Michigan Technological University, where she earned a degree in civil engineering and a master’s degree in environmental engineering. She and her husband have been married almost 20 years and have two children. In her free time, Kerri enjoys living in beautiful Juneau, skiing, playing sports, supporting her kids in hockey and baseball, and spending time at their family cabin on Shelter Island.
Raymond James and its advisors do not offer tax advice.