Kerri joined our team in January 2023 as our Branch Assistant. She will become a familiar face and voice as she contacts you to schedule appointments and greets you when you call or visit our office.

Kerri lives in Apex with her husband, 11-year-old twins, and three dogs. Originally from New York, she moved here in 1995, and couldn’t imagine living anywhere else. She graduated from Meredith College in Raleigh, where she was involved in a variety of on-campus organizations and national honor societies. She has over twenty years of experience in the legal and real estate fields, where she handled a variety of administrative and marketing tasks. Kerri enjoys learning new things and is looking forward to learning more about the financial industry.

In her free time, Kerri enjoys spending time with family, martial arts, home renovations, and volunteering with local animal rescues.