Client Services Administrator
Keri handles our personal clients’ requests and is Life Insurance licensed joining us in 2016. Please contact Keri when you need items such as life insurance, preparing paperwork, updating personal information, banking information, and beneficiary changes. She also is in charge of our bookkeeping and handles our marketing initiatives. Keri brings over 25 years of customer service experience to our team. She enjoys the lake life and hiking. Keri is not registered with Royal Alliance Associates, Inc. to offer securities or investment advisory services.