As a Client Service Specialist, Kerry prioritizes customer service, clear communication and attention to detail. At Cambria Wealth Management she is the friendly and smiling face clients encounter first. Her dedication to exceptional service and proactive approach to client needs make her an invaluable asset to both the team and clients. Kerry’s passion for client care stems from a genuine desire to help people pursue their financial goals. She takes pride in building strong relationships with clients, patiently addressing their questions, and ensuring a delightful experience. Her ability to explain complex financial concepts in clear, concise language puts clients at ease, fostering trust and open communication.
Before joining the Cambria Wealth Management team, Kerry spent more than 10 years as mathematics teacher, eight years right here in Sarasota. She earned her Master’s degree in Education from the University of Pennsylvania. As a teacher, Kerry was known for building relationships with her students and families as well as being a leader and specialist in her field. She brings the same passion to connect and serve to her relationships with Cambria Wealth’s clients. Being a lifelong learner, Kerry is always looking for opportunities to grow and expand her knowledge and skills.
Kerry hails from Pittsburgh and is an avid lover of all things Pittsburgh. Growing up she excelled as a competitive Irish dancer and musician. As a child, her family took annual vacations to the Gulf Coast of Florida, which helped bring her to Sarasota. On the weekends, you can find Kerry enjoying the outdoors with her husband and daughter.