Keri serves as an exceptionally capable Executive Paraplanner supporting both Angela Erickson’s and Mark Berger’s advisory teams. With more than a decade of dedicated service at BFG, Keri goes above and beyond gathering client data and coordinating client service. She maintains regular contact with clients to identify their needs and handles both pre-meeting and post-meeting tasks, including updating financial plans, reporting, and managing account details.

Keri holds a degree in Psychology from the University of Iowa. Outside the office, she finds joy in traveling, skiing, and spending time with her husband and two daughters.