Our Team

Meet our leadership team and our financial planners

Search by surname

A
B
C
D
E
F
G
H
I
J
K
L
M
N
O
P
Q
R
S
T
U
V
W
X
Y
Z

Search by location:

Search by role:

View All

Keri Carter

Certified Financial Planner

Keri qualified as a Certified Financial Planner™ in 2007 and went on to be announced as the inaugural winner of the CFP™ Professional of the Year… Read more

Keri Carter

Certified Financial Planner

Keri qualified as a Certified Financial Planner™ in 2007 and went on to be announced as the inaugural winner of the CFP™ Professional of the Year…Read more