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.