Keri serves as an exceptionally capable Executive Paraplanner supporting both Angela Erickson’s and Mark Berger’s advisory teams. With more than a decade of dedicated service at BFG and a multifaceted background in private equity, IT, and accounting, Keri goes above and beyond gathering data and coordinating client service. She is proactive and innovative, a testament to her extensive knowledge and diverse professional journey.

Keri holds a degree in Psychology from the University of Iowa. Outside the office, she finds joy in traveling, skiing, and spending time with her husband and two daughters.