Kerri joined Cross Coastal Advisors in 2020 as an Executive Assistant in both CCA’s Needham and Boston offices.  Kerri works closely with a number of the firm’s Partners to oversee the management of numerous client’s insurance and investment accounts.  Kerri is dedicated to making the new account process and implementation as streamlined as possible for our clients, as well as the continued servicing of those accounts for our values clients.

Prior to joining Cross Coastal Advisors Kerri worked for Commonwealth Financial Group where she led the New Business Department as a liaison between MassMutual and advisors processing underwriting of Life Insurance, Long Term Care and Disability.  Kerri was also responsible for New Business training of new & experienced advisors and staff providing training classes on processing and underwriting of insurance submissions.   Kerri’s previous role for Commonwealth Financial Group was in the Brokerage New Business department and contracting & licensing. 

Kerri graduated from New England College with a degree in Literature and Philosophy.  Kerri currently resides in Weymouth with her boyfriend Zack and their dogs Nalu & Jack and enjoys family walks, reading and indoor cycling.  Kerri is involved with the Pan Mass Challenge through volunteer work and fundraising.