Kerrie brings 37 years of experience in financial services, with the last two decades devoted to providing tailored investment and planning guidance to individuals and families. She partners with clients to navigate every stage of their financial lives, building long-term relationships grounded in trust and personalized strategy. Her expertise spans investment planning, cash flow management, and tax considerations, helping clients make well-informed decisions that align with their goals.
At the core of Kerrie’s work is a simple belief: clients come first. She takes time to understand not just the numbers but the bigger picture — lifetime needs, aspirations, and what truly matters most. By blending thoughtful analysis with practical strategies, Kerrie empowers clients to live with greater clarity and confidence about their financial future. Her approach is equal parts disciplined and human, designed to make complex financial decisions feel manageable and meaningful.
Kerrie graduated from the University of Notre Dame and earned her MBA from Fordham University. Over her career, she has worked in financial centers from New York and London to Red Bank, NJ, and now calls Cary, NC home, where she lives with her husband. Outside of work, Kerrie enjoys golf, running outdoors, and catching live music — often while splitting time between North Carolina and visits with her clients across the country.
Start by scheduling a discovery call. Think of it as a mutual interview, not a sales pitch. We’ll explore your goals, assets, and financial vision. If we’re the right fit, our Concierge Team seamlessly handles setup and transfers, ensuring a smooth, tax-efficient transition from day one.
Farther advisors act in your best interest and are fiduciaries. We’ve eliminated commissions to remove conflicts and use a simple, transparent fee structure. Our growth depends directly on your success — we thrive only when your wealth does.
Our technology amplifies — not replaces — human expertise. The platform manages daily precision tasks, freeing your advisor to focus on strategy and nuance. This blend of advanced automation and human insight ensures your wealth benefits from both innovation and personal guidance.
Farther’s platform uses advanced encryption, continuous monitoring, and a proprietary vault architecture engineered for maximum data integrity. Backed by leading global tech investors like Alphabet’s CapitalG, our systems are designed and vetted to keep your wealth safe.
Farther acts as your wealth’s central hub. Our unified platform brings all your accounts together, while your dedicated advisor orchestrates your investment, tax, and estate strategies. The result is a seamless, proactive, and fully coordinated approach to managing every part of your financial life.
