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. Through holistic planning, Kerry and his team help his clients achieve their goals. He is also active in the local community.
He is a member of St. Mark's Episcopal Church. When not in the office, he enjoys traveling, running, and spending time with his family. Also, he enjoys watching his kids in football, basketball, dance, and supporting their activities at St. Patrick Catholic High School.
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!