
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. He has extensive experience in financial planning and holds a CFP® certification obtained in 2020. He is committed to providing a high level of care and has a fiduciary duty to act in clients' best interests. 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.

Gabrielle earned her degree in Merchandising with a minor in Business Administration from Colorado State University in 2011. She began her career as an Administrative Assistant and Office Manager at a tech company in Denver, where she developed a strong foundation in scheduling, organization, and clear communication.
For the past seven years, Gabrielle has lovingly embraced the role of stay-at-home mom, building a strong and joyful home life with her husband, Mitch, and their two daughters. Now, she’s excited to bring her organizational skills, attention to detail, and eagerness to learn into the financial planning world. Gabrielle is passionate about delivering exceptional service and keeping operations running smoothly.

*Investment advisory services are offered through Financial Action Inc, a registered investment advisor.
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