Keri A.
Wealth Planner at Strategic Income Group
Based in Peoria, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Peoria
Industry
Financial Services
Company size
5
Contact information
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k•••••••@strategicincomegroup.com
Phone
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Background
About Keri A.
Hi! I'm Keri and I am crazy about genuinely connecting with others and crushing business and personal goals. I am an experienced Wealth Planner with 24+ years of experience in the financial services industry forming strong customer relationships that drive sales, sustainability and growth. The #1 thing I enjoy most about the Investment Advice business are the relationships I form. I am able to connect with clients on both a personal and professional level. This lights up my soul. It is part of my purpose. Connect with me for business, friendship, or networking. Let's chat.
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