“I love to serve others in the highest and best way possible. It’s important to me for people to be heard and feel taken care of.”
Kerri is a 20 year veteran in the financial services industry and joined 401k Engineers in 2016. Her greatest passion is in helping people, serving others and developing relationships. She has a vast knowledge base within the industry of financial planning including: Alternative Investments, Retirement Planning, Business Succession Planning as well as Life and Disability Insurance Planning.
Outside of the office, she enjoys spending time with her husband and two children. They love attending baseball games and cheerleading competitions for their kids. A very active family, they love to camp, hike, paddleboard, kayak, and even–on occasion–run races (together).