It is Kerri’s belief that everyone’s economic and life environments are unique. Personalized service is essential when matching clients with the appropriate financial products and services. In order to do this Kerri’s best qualities are her ability to connect with her clients in a way that develops beneficial relationships built on trust and her passion for making positive change in people’s lives. In addition to working with clients in the financial sector, she also works with clients on life insurance, Long-Term Care Insurance, educational funding, asset gathering, and wealth building. She will assist you and your family in investing, managing and preserving your wealth.