Kerry is a co-founder & Managing Partner of Northwest Financial Group, LLC. He started helping clients pursue their financial goals in 1980. Recognized for his years of professional service & unwavering commitment to his clients' prosperity, he seeks out financial trends & informs his clients on the services & strategies best suited to their individual needs. He offers straight talk, honest insights & a steadfast commitment to professional & personal integrity.
Through independent guidance & authentic, personalized service, Kerry's experience through a broad range of market conditions allow him to uniquely assess clients' goals & objectives. He can address a wide range of financial options, including risk management, income generation, fixed-income & retirement planning & wealth transfers for individuals, families & business owners.
Kerry holds a Bachelor of Science degree in Business Administration from Southern Oregon State College. He holds Series 7,63 & 65 Securities Registrations with LPL Financial. He also holds an Oregon Health & Life Insurance license.
A native Oregonian, Kerry enjoys the outdoors, hunting, fishing & RV camping with his family.
Kerry offers Securities, Asset Management, and Advisory services through LPL Financial, a Registered Investment Advisor. He also offers Financial Planning services through Financial Advocates Advisory Services, a Registered Investment Advisor.