After earning a Bachelor’s degree from the University of Wisconsin-Whitewater and a Master’s degree from the University of Wisconsin-Madison, Keri built a 15-year career in Financial Services focused in Payments, specializing in operational procedures, team leadership, project management, new product development, and multi-million-dollar client relationships. Keri’s expertise in efficiency, compliance, and strategic growth allowed her to drive impactful changes in the industry.

Seeking a new challenge, Keri made a strategic transition into wealth management, where she now leverages her background in operations and process optimization to uphold and enhance the standards set by our Founder, Kristian Finfrock. Keri is dedicated to ensuring the firm operates at peak performance while delivering exceptional client service.

Originally from Wisconsin, Keri relocated back after living in Washington, D.C., Clearwater Beach, and Atlanta to be closer to her family and end the years she spent traveling for business. Outside of work, Keri finds joy in creating meals and meaningful moments at home with her long-term boyfriend, spending time with her family, projects around her home and exploring shops and restaurants in Rock County. Keri currently resides in Janesville.