Kerry provides guidance on the protection element of the financial planning process, such as long-term care, and life, health and disability insurance. She’ll review a client’s situation, help them determine how much insurance coverage they might need, and educate them on how to protect against a financial hardship.
She knew she wanted to help others when she became aware of clients who didn’t have a proper retirement plan in place or had no direction or goals established. She also wanted to support others who were afraid to ask for help or didn’t have the knowledge that the recommendations they were given were not in their best interest.
Kerry has over 30 years of experience in marketing, business development, and management. Her background encompasses a mix of corporate and entrepreneurial experiences that include the launch of three successful businesses in retail, consulting, and publishing, in addition to over 14 years in financial services beginning with MetLife and Guardian.
She is the founder and publisher of Jersey Shore Woman™, a brand founded in 2008 that was created to connect women in the Monmouth and Ocean County areas with resources to improve their lives and well-being. The brand includes a print and online publication, educational seminars on various topics of interest to women, including financial and investment management, and business-to-business networking meetings for aspiring entrepreneurs and established women business owners.
Kerry is a past officer and board member of the National Association of Women Business Owners™–Central Jersey chapter. She is also past president of the South River-East Brunswick Rotary Club.
Married to her high school sweetheart Joe, Kerry and her husband enjoy traveling, and bicycling and life at the Jersey Shore.