
“The future belongs to those who believe in the beauty of their dreams.”
- ELEANOR ROOSEVELT
Keri is determined to deliver the ultimate client experience. She assists with opening accounts, transferring funds, providing information updates and more.
Before coming to JAG, Keri spent nine years in a variety of roles in the financial services industry. She makes valuable use of that experience as she works to help ensure client satisfaction each day.
Keri is married to Mitch and has three children, MyLee, LynnLee and Greyson. Whether cheering at a sports field, reading a good book or going for a run, Keri brings her enthusiasm for life to all she does.

Your love and legacy mean everything. Get the financial guidance you need on the go.
TUNE INFeel more confident about your finances by joining us at one of our informational seminars. Our events focus on tax efficiency, leaving money to your family and more.
Register for an event