Keri I. Pugh, AIF®

2019 Five Star Wealth Manager Award Winner

                                                    Professional Bio

What do you feel most grateful for in life?

It is so gratifying to have the privilege of being a trusted advisor to my clients and of being able to work in that capacity, while also having the flexibility to be there for my husband and children.  It is a challenging balance to be a working mother, but I enjoy the fullness of my life!

What do you love most about being a financial advisor?

It is truly a wondrous experience to see a plan that you have worked on with a client begin to unfold for them.  It is gratifying to know that, because of my efforts, knowledge, and care, a client has reached a goal like sending a child to college without student loans or has fulfilled a dream like traveling extensively in retirement on an income stream that our team created and implemented.

How are your personal qualities reflected at work?

I am detail-oriented person, so I have developed many of our team’s processes in an effort to ensure a top-notch client experience in both planning and service.  I believe this attention to detail makes clients comfortable and confident that I am looking out for their best interests to the best of my abilities.

The Pugh Family (Mike, Ashley, Jackson, & Keri)

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