Jeri has enjoyed working in the financial planning industry for 22 years. Jeri is dedicated to providing exceptional client service and ensuring a seamless experience for individuals and families working toward their financial goals. With a strong commitment to responsiveness, attention to detail, and personalized support, Jeri helps clients with any assistance they need.
Outside of work, Jeri enjoys vegetable and flower gardening, reading a good book, learning new skills and spending time with family and friends. These activities help Jeri maintain balance and bring fresh perspective to both her personal and professional life.