Our Team

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future in a clear, concise way. We are confident that with our understanding of personal finance, coupled with our training as integrated financial professionals, we can help people better prepare for the future and feel confident in their overall financial understanding. After years in the business, we have developed a down-to-earth approach for educating our clients in an easy-to-understand manner.

We have planning experts we work closely with to support your whole process using a coordinated team approach - attorneys, CPAs, Long Term Care and Disability Insurance specialists, and turn key asset management firms that offer superior technology, back office support, investment research and asset allocation.

We take a customized, not ‘one size fits all’, point of view. Financial Services can be nebulous, confusing, and down right intimidating! Our detailed and trusted process helps our clients feel better and more settled about what they’re doing to manage their resources wisely. With well thought out, specific recommendations tailored to you, we help bring clarity by simplifying your financial life with our thorough planning, and experienced team. We believe there’s no ‘get rich quick’ solution - that’s why we offer accountability along the way, frequent check-ins, and are careful to build in flexibility for whatever life may bring.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Kerri Patrick, CFP®, CLU, ChFC

Kerri earned her Bachelor of Arts in 1992 from Anderson University. In 1993, she started working as an administrative assistant to several financial advisors before becoming insurance and securities licensed in 1995. Kerri places an emphasis on education and keeping current in this ever changing and often confusing industry, and has made her own training and certifications a high priority. She holds CFP®, CLU, and ChFC certifications (Certified Financial Planner® from the College for Financial Planning, and the Chartered Life Underwriter and Chartered Financial Consultant from the American College of Financial Services.). Kerri enjoys spending time with her husband and daughters, camping and visiting National Parks, and playing tennis.

View Kerri’s strategic alliance with Jacque LeFore, CFP®, ChFC.

Learn more

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