Jerri began her career with Vision Financial Management in 2004, and has over 36 years of experience in the financial industry. Her responsibilities as the Operations Manager of the firm consists of keeping compliance for the office up-to-date, managing daily administrative client service needs, assisting with meeting coordination and preparing client reports. The collaborative environment of the office, where everyone shares the same vision and is dedicated to the mission, is what Jerri appreciates the most about being part of the team.
In her free time, Jerri enjoys hiking, gardening, baking, and spending time with her family. During football season, you will likely find her cheering on the Cleveland Browns!