Keri and her husband Jimmy live in North Dallas with their three daughters Hailey, Elle and Paige. Hailey is now in her second year at UT Austin “Hook Em” while Elle just started Kindergarten. Keri enjoys cooking, volunteering, traveling, and spending time outdoors. She also loves to host and has the extended family over very often. Their home is always lively with the grandparents, siblings, nieces, and nephews visiting. You will often find them filling their bellies with delicious food and/or watching a game on the couch as Jimmy loves sports. He especially loves the Rangers and is ecstatic that they won the World Series Championship – “Let’s go Rangers”!

Keri graduated in Finance from the University of New Orleans and has 15 years of experience in the investment planning and service industry. Keri helps prepare individuals and their families with Retirement planning. This includes looking at their retirement income strategies, tax planning as well as estate planning strategies. She provides one on one financial advice based on the client’s goals and needs through customized solutions for each client. This ranges from creating a diversified portfolio to Insurance and Long-Term Care needs. She meets with her clients on a timely basis to review their progress and help ensure that their plan is still align.

Keri also focuses on Business Owners and assist with their retirement plan. She can help educate and make recommendations on the various options available based on the business owner’s needs and goals, such as maximizing owner’s contributions or minimizing taxes. These plans include 401(k), Defined Benefit, Individual 401(k), Simple and SEP IRA.


CA Insurance License Number: 0J12302. Resident State TX.
AR Insurance License Number: 11473137. Resident State TX.