Client Service Associate
Kerri assists with the personal wealth and financial planning side of the company. She works with clients to open accounts and process their requests, as well as helping to plan company events.
Apprisen: Financial Services Specialist
Allied Managed Processes: Licensing and Credentialing Specialist
Education and/or Professional Designations:
B.S., Psychology and Interpersonal Communication, Trevecca Nazarene University
Kerri enjoys cooking and antique shopping on the weekends and helping her husband maintain the family’s vegetable garden. Travel has always been important to her, as she visited 7 different countries between the ages of 17 and 20. Besides spending time hiking and camping, she is crazy about her two dogs, Luna and Fin.