Kerry has over 20 years of in-depth experience in wealth management, having previously served as a Senior Wealth Advisor at The Mather Group and as a Regional Vice President at Mercer Advisors. He specialized in coordinating and integrating clients’ financial plans, tax strategies, investment management and estate plans. Before diving into the financial services industry, he spent six years in the US Navy as a nuclear operator on submarines. As a VP Financial Advisor in our Texas market, Kerry is focused on delivering a great experience for our clients. He currently has two Texas offices, one in Southlake and one in Longview. Kerry has been married to his wife, Kim, for 25 years, and they live in White Oak, Texas with their three boys (ages 18, 16 and 12). He enjoys spending family time at the lake and watching his sons compete in sports.