As Operations Manager, Kerry-Ann oversees the daily workflow of Stephens Wealth Management. She is a liaison between our clients, Caleb, and the SWM team. Kerry-Ann brings an exceptional repertoire of experience, talent, and fine attention to detail to the firm. She previously worked in the Health Care and Insurance industries providing daily support to Doctors and Insurance managers while facilitating high level client/patient service.
In her free time she enjoys classical music, traveling, and spending time with her four wonderful children.