Keri I. Pugh, CFP®, AIF®

2019 Five Star Wealth Manager Award Winner 

 Professional Bio                                              

What do you feel most grateful for in life?

It is such a privilege to be a trusted advisor to my clients, a role that I do not take lightly.  What is also meaningful to me is to work in that intense capacity, while having the flexibility to be there for my family.  Being a working mother is a challenging balance, but I enjoy the fullness of my life!

What do you love most about being a financial advisor?

One of the most wonderful experiences I have, as a financial advisor, is to see a plan that I have worked on begin to unfold for a client.  It is so rewarding to know that, because of my efforts, a client has reached a goal like sending a child to college without student loans or fulfilling a dream to travel in retirement on an income stream that I created and implemented.

How are your personal qualities reflected at work?

I am a very organized and detail-oriented person, which are handy traits to have, when running a practice.  Our team has leveraged those skills to build processes for workflow efficiency and client service.  When things run smoothly, we can keep our attention focused on our clients and their needs!

The Pugh Family (Mike, Ashley, Jackson, & Keri)

Check the background of this investment professional on FINRA’s BrokerCheck at https://brokercheck.finra.org/.