Kerry is passionate about helping others cultivate meaningful, abundant, and impactful financial lives. In Kerry’s experience a person needs to have strong financial and personal health to live abundantly. An effective financial game plan with the right strategies brought together with physical and emotional clarity leads to confidence and security both for now and in the future. Kerry’s approach in cultivating this wholistic abundance pulls from her experiences in both the corporate and wellness disciplines.
After graduating from Brown with honors, Kerry worked as consultant for wealth management firms in Washington, D.C. Her desire to balance her working life with health and wellness led her to pursue a Master’s in Public Health from the University of Texas Health Science Center, and a graduate degree from The Ayurvedic Institute in Albuquerque, NM. Kerry performed statistical analysis for a multi-million dollar health USDA grant to understand the impact of school gardening programs on obesity factors for low-income children across Texas, served on the faculty at the Texas A&M College of Medicine, and designed an innovative wellness program for low income women in Austin.
Kerry lives in Minneapolis with her family. She loves spending time hiking and camping with her family, practicing yoga, and playing tennis. She holds Series 7 & 66 Securities Registrations and is an Accredited Investment Fiduciary. Kerry has an active blog, Wealth & Wellness: Live Life Abundantly, where she explores the intertwined relationship between the inner and practical aspects of feeling abundant in one’s life.
Getting to know Kerry
Favorite Quote: “You must BE the change you wish to see in the world.”