Kerry has over 38 years of experience in the financial services industry as a financial advisor to corporate and non-profit retirement plan sponsors. Kerry was the Principal and Founder of Creative Benefit Concepts, LLC, a firm established in 2001 to provide a full range of retirement and succession planning strategies for business owners, executives and their employees, until it was acquired by Seventy2 Capital in 2019. His mission is to provide valuable resources that promote business success and personal financial security for business owners and their employees. Kerry has presented to Insurance Companies and Million Dollar Roundtable (MDRT) members on topics such as Practice Management, 401(k) Plan Strategies and Executive Compensation Plans.
When not helping local business owners and executives achieve financial success, Kerry can be found playing golf or volunteering for a number of local community organizations. As Chairman of the annual Hero Dogs Golf Tournament, he has raised thousands of dollars to provide injured and/or disabled veterans with service dogs.
Kerry’s wife, Marcie, is a recently retired veterinarian who is now focused on golf. They reside in Montgomery County, MD and Melbourne, FL.
1 Ranking algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.
2 2015, 2016, 2017 surveys conducted by Five Star Professional, an independent, third-party research firm, who receive nominations from peers or firms in the Mid-Atlantic area and evaluated the nominees based on 10 objective criteria including client retention rates, client assets administered, firm review, and favorable regulatory and complaint history. The Five Star Award is not indicative of the wealth manager’s future performance. For more information see: http://www.fivestarprofessional.com.
2015 - 1,837 Washington D.C. area wealth managers were
considered for the award; 227 (13 percent of candidates) were
named 2015 Five Star Wealth Managers.
2016 - 1,665 Washington D.C. area wealth managers were considered for the award; 208 (13 percent of candidates) were named 2016 Five Star Wealth Managers.
2017 - 1,417 Washington D.C. area wealth managers were considered for the award; 106 (7 percent of candidates) were named 2017 Five Start Wealth Managers.