Kerry holds a Bachelor’s Degree in Business from the University of Colorado at Colorado Springs and has been in the financial services industry since June 2011. With a wealth of experience and a CFP® certification obtained in 2020, Kerry has been advising and crafting tailored financial plans for clients since 2017. He is committed to providing a high level of care and deep knowledge to the clients he serves. Outside of his financial planning practice, Kerry is active in his community as a board member of the YMCA of the Pikes Peak Region, the Financial Planning Association of Southern Colorado as well as volunteering at his children's school.
Kerry and his wife, Amanda, have two children, Sterling and Ethan.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
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