For over 25 years Kerry has been helping individuals and business owners to meet their financial goals.
Our mission is to teach clients a fundamental understanding of finances that includes learning about ways they may be needlessly and unknowingly transferring their wealth. Whether you are a recent college graduate, starting a family, preparing for the high cost of college, or approaching retirement, these are substantial events in your financial life that deserve a caring and well balanced approach to your priorities.
Kerry is an affiliate of Ohio National Financial Services, Regence, LifeWise, Group Health, Cigna, Aetna, Premera, United Health Care, Guardian, Principal, Standard, Hartford Life, Met Life, Prudential, American Equity, along with many others.
Helpful college sites:
mycollegeinfo.com
collegeboard.org
americancollegefoundation.org
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