Keri joined Professional Planning Group in 2021 as a Client Service Associate supporting Peter Wallace. As a Client Service Associate, her responsibilities involve administrative support, providing exceptional client service and investment trading.
Prior to joining Professional Planning Group, Keri worked at Coastal Wealth Management as a Client Service Specialist. She previously spent 15 years at UBS Financial Services in marketing under both the Wealth Management and Investment Bank divisions.
Keri earned a Bachelor of Arts in English Literature from Georgetown University. She holds the Series 7 license.
A native New Yorker, Keri recently relocated to Westerly, RI where she lives with her dog, Piper. Active in the community, Keri serves on the Board of Directors at the Watch Hill Yacht Club as well as the Advisory Board for Literacy Volunteers of Washington County. In her free time, she enjoys sailing and gardening.