Keri joined Camelback Retirement Planners in February 2017 as the Client Services Manager.
In her role, she plays a vital part in ensuring exceptional and seamless client experiences by preparing for meetings, managing pre- and post-meeting paperwork, client onboarding, maintaining all client activities and files, and daily operations of the office. Whether you need to schedule an appointment, have questions about a specific CRP process, or need assistance with office procedures, Keri is your go-to contact.
One of the most rewarding aspects of Keri’s role is the deep, long-lasting relationships she has developed with clients over the years. She truly values the personal connections she builds and is dedicated to providing the highest level of care and service to each client.
Originally from Indiana, Keri holds a BA in Marketing/Sales from New Mexico State University, where she was a member of the women’s golf team. A long-time Phoenix resident since 1988, Keri is also a past winner of the Phoenix City Women’s Golf Championship. She lives in the Arcadia area with her husband, Pat, their two children, and two rescue dogs. In her free time, Keri enjoys golfing and spending quality time with her family.