Kerry joined Lexington Wealth Management in 2014 as a managing director - senior wealth advisor. She embraces a holistic approach to working with clients and is a careful, empathetic advisor. Kerry pursued the Registered Life Planning designation to enhance her ability to help clients recognize what is most meaningful in their lives so that their life and money can go on the same journey. In her role as managing director, Kerry ensures that Lexington’s team, vision and initiatives align with the company’s core values. The firm’s culture defines who we are, guides our actions and decisions and cannot be compromised. Prior to joining Lexington Wealth, Kerry was vice president for Peak Finan