Meet Kerri

Kerri A. Bergman

Kerri A. Bergman

    • Financial Advisor
    • Portfolio Administrator
    Kerri works primarily from our Troy office location, but frequently travels north and south on I75 from Cincinnati through Lima, visiting clients in their homes, businesses and our Minster, Ohio meeting space. She has a Bachelor’s degree in Finance from Miami University and holds her Series 7, 63, and 65 securities registrations and life insurance licenses. She has Chartered Retirement Planning CounselorSM and CERTIFIED FINANCIAL PLANNERTM practitioner designations. Prior to joining Katterhenry Investment Group, Kerri worked at a major U.S. brokerage firm for nine years. Her experience working with stock options, deferred compensation, and other benefits offered to highly compensated employees is a great asset to the team. Kerri spearheads the group’s asset allocation, investment selection, and advisory implementation. She takes great pride in working closely with clients to deliver a disciplined process, designed to allow the different pieces of their financial life to work together to build and preserve their wealth. She enjoys being active in the community and spending time with family and friends. Kerri was born and raised in Minster, which is where she is raising her three children: Alayna, Jonathan, and Cameron. Kerri’s dedication to her clients’ success comes quite naturally from her upbringing rooted in strong family ties, a strong work ethic and a strong sense of commitment to neighbors, friends and community.