Keri Port

Executive Paraplanner

763-999-5573

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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.

Keri Port