Keri I. Pugh, CFP®, AIF®

2020 Five Star Wealth Manager Award Winner 

Professional Bio                                

What do you feel most grateful for in life?

It is such a privilege to be a trusted advisor to my clients, a role that I do not take lightly.  What is also meaningful to me is to work in that intense capacity, while having the flexibility to be there for my family.  Being a working mother is a challenging balance, but I enjoy the fullness of my life!

What do you love most about being a financial advisor?

One of the most wonderful experiences I have, as a financial advisor, is to see a plan that I have worked on begin to unfold for a client.  It is so rewarding to see a client reach a goal like sending a child to college without student loans or fulfilling a dream to travel in retirement.

How are your personal qualities reflected at work?

I am a very organized and detail-oriented person, which are handy traits to have, when running a practice.  Our team has leveraged those skills to build processes for workflow efficiency and client service.  When things run smoothly, we can keep our attention focused on our clients and their needs!

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

Check the background of this investment professional on FINRA’s BrokerCheck at https://brokercheck.finra.org/.