Kerry Keeney

Financial Planning Associate

Kerry works on all areas of client service, including preparation of client reviews, updating beneficiaries, and establishing efficiencies in the day-to-day operations. She enjoys working with a team who cares so much about every client and their individual needs.

Kerry likes "knowing that what we do is helping someone and their family."

Kerry was a junior financial analyst with TBG Development and a senior purchasing financial analyst with May Department Stores. She joined Julie Bahr and her team at Moneta Group in 2012 before moving with Julie to Clayton Financial Group, where she worked for a decade. She holds a Bachelor of Science in Business Administration with an emphasis in Finance from the University of Missouri-St. Louis.