Kerri’s career in the securities industry started in 2000, when John Burroughs needed an assistant. After being introduced to the position at Coast Commercial Bank, Kerri quickly transitioned into a more in-depth role with clients. Along with John, she branched off from the bank in 2003 to begin what, today, is known as Beach House Wealth Management.
After 20 years of experience, Kerri is an expert at building relationships with clients. She enjoys knowing about their lives and families which allows her to make sure that everything is done to achieve their financial goals. Superior client service is always her priority.
Kerri holds the following FINRA securities licenses: Series 7, 63 & 24.