Jeri joined RBC Wealth Management in 1996 with a passion to further her career in the financial industry. Prior to joining RBC Wealth Management, she assisted clients in several capacities, from receptionist, wire operator, cashier, and client associate all which provided background and insight to understanding the industry and varying client needs. Once at RBC Wealth Management she found her place and calling as a financial advisor, and in 2010 she additionally advanced into the branch director role. Her passion and commitment in helping and enhancing the lives of others resonates through her team and clients alike. Jeri has built relationships that span generations, engaging and carefully creating fully customized plans and strategies for clients to help make their long-sought-after goals possible and confidence to enjoy what they have worked to achieve.
Jeri holds the certification of CERTIFIED FINANCIAL PLANNER™ and has committed to the CFP® Board’s high ethical standards, which include putting the client’s interest first. She also holds RBC Wealth Management’s internal designation of Accredited Wealth Manager (AWM). She focuses on providing wealth planning strategies for families and individuals focusing on retirement planning, investment strategies, estate planning services, and insurance solutions. Having passed the Series 7, 9, 10, 63 and 66 exams, she also holds licenses for variable and fixed annuities, health, long-term care, and disability insurance. Jeri graduated with a Bachelor of Science in Business Administration, summa cum laude, from Southern New Hampshire University.
Jeri lives in Pueblo West, Colorado, with her two dogs, a husky named Skout that is the household princess and a rescue husky mix named Howdy who just lives in his own little world. She has raised two sons, Dalton and Wyatt, who are her pride and joy. On the weekends you can find Jeri barbecuing, golfing, boating, or hosting family and friend gatherings – challenging all to games of Kan-Jam or Yardzee. Her special talent is making homemade brownies.
Jeri is also honored to have been past president and board member (2016 – 2022) for the Women’s Association of Financial Advisors (WAFA) at RBC Wealth Management. The mission of WAFA is to recruit, retain, and enhance the productivity of women financial advisors and branch directors at RBC Wealth Management.