Jeri has been in the financial services industry since 1991. She joined RBC Wealth Management in 1996 and has been helping individuals and business owners manage their wealth from the very beginning phases of accumulation to retirement income planning all the way through estate, legacy gifting, and distribution.
Jeri attended Utah State University as well as Colorado State University/Pueblo. While in college she studied finance and accounting. Jeri currently holds the FINRA Series 7, 63, 66, 9 & 10 securities licenses. In addition, she is licensed to sell both variable & fixed annuities, health, long-term care and disability insurance.
Raised in South Jordan, Utah, Jeri moved to Colorado in 1996. Living in Pueblo West, adjacent to the reservoir has not only become a water park to enjoy boating and wake boarding, but is her home where she stays active raising her two sons.