Kerri Self, AIF®
Client Service Manager
“I love to serve and develop relationships with others. It’s important to me that clients are taken care of.”
Kerri is a 20 year veteran in the financial services industry. Her greatest passion is in helping and serving others while developing relationships. She has a vast knowledge base within the industry of Financial Planning, Retirement Planning, Business Succession Planning, Estate Planning as well as Life and Disability Insurance Planning. Outside of the office, she enjoys spending time with her husband and two adult children. They are a very active family. They love to camp, fish, hike, paddleboard, kayak, and even, on occasion run races (together).