Last August, Keri joined HFG and CFB as the Private Banking pioneer, working hand in hand with our President, Will, to develop the offering. Keri brings over 16 years of financial services and investment experience and plays a key role in bridging our two organizations. As a Private Banker, Keri will provide concierge banking services, as well as customized products and services, exclusively to HFG clients. Her skills require a deep understanding of financial planning coupled with banking expertise, a combination very few professionals attain. Keri has a Bachelors degree in Psychology and a Masters degree in Personal Financial Planning. Outside of the office, Keri enjoys reading, being active, traveling and being the best and fun aunt she can be.
She's Come Undone by Wally Lamb