“It’s important to work with advisors who continue their education and association memberships to be in tune with retirement savings, distributions, and tax efficiencies.”
Kerry Schepers, ChFC, LUTCF
Chartered Financial Consultant
Life Underwriter Training Council Fellowette
With over two decades of experience in financial advising, Kerry has been guiding families and small businesses to grow and protect wealth since 1999.
Her approach begins with listening – asking about money goals, family dynamics, and vision of future. She specializes in retirement readiness planning, guiding clients toward confidence and clarity.
She pursues ongoing education and participates in networks to assist in research providing answers to evolving strategies, markets, products, and tax efficiencies.
Working with and excellent team, all their efforts are to ensure timely delivery and thoughtful advice.
Kerry is married to husband Daryl, owning two family businesses.
Son Dylan and daughter Korey are their joy.
Hiking, baking, volunteering and spending time making memories with friends and family are Kerry’s passion to saving money.
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