Kerry has been with the company since January of 2000 and currently manages our Orange Grove office.
Kerry is a CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist™ and an Enrolled Agent. He earned both a Bachelor of Science in Management and a Master's in Business Administration from East Tennessee State University.
Kerry specializes in helping his clients pursue financial freedom - utilizing his knowledge of tax law and financial planning.
He is also active in the local community through the Kiwanis Club of Orange Grove and St. Mark's Episcopal Church. When not in the office, Kerry enjoys spending time with his family, coaching his children's sports teams, and traveling.
Kerry's philosophy is "If you can dream it, you can live it."
Investment and financial planning services are offered through Kerry's affiliation with Avantax
Click here to contact Kerry by email today!