Personable. Trustworthy. Reliable.
Kerry is a financial advisor based out of Athabasca, Lac La Biche, Slave Lake and Boyle. Reliable and engaging, Kerry will take time to listen to you and ask questions to find ways to make money work for you, instead of you working for your money.
Kerry has been in the financial industry for more than 25 years, bringing dynamic experience from all aspects of financial management. She believes that having trust and confidence is fundamental to a successful client relationship. As your advisor, she will strive to exceed your expectations, taking the time to listen to your goals and create a unique plan that is tailored to you.
Dedicated and caring
Kerry says her favourite part of working at ATB is meeting her clients’ needs and goals while forming a trusting relationship. To stay informed about the industry, Kerry reads advisor, market and industry newsletters to learn about recent changes and updates. She is also taking educational courses and working towards both her degree and designation. During her time off, Kerry can be found reading, camping, traveling and playing cards and games with family and friends.
I’m always happy to help with your financial needs. Send me a message or contact me at my branch and I’ll get back to you within 24 business hours.
While I am flexible about where we can meet, I typically work out of the following branches: