Having spent more than eight years at BFG and previous experience including Private Equity, IT, and Accounting – Keri is a particularly knowledgeable and capable Paraplanner. Working alongside Angela Erickson to serve some of our firm’s longest-standing clients, Keri can go beyond gathering data, calculating, and coordinating service – she is proactive and creative given her broad knowledge base and experience.
Prior to joining BFG, Keri worked as an accounting assistant at a local private equity firm and an IT consulting firm in various accounting and administrative roles. She has a Bachelor of Arts degree in Psychology from the University of Iowa. In her free time, Keri enjoys running, travel and spending time with her husband and two young daughters.