Keri Pugh, CFP®, AIF®Co-Founder & Wealth Advisor
Keri Pugh is a Co-Founder and Wealth Advisor with Fusion Financial Group, an independent financial planning firm based in Denver, CO. Keri comes from a family legacy of financial service, and through her experiences working with advisors and clients alike, she saw the many benefits that sound investing, financial planning and coaching brought to people’s lives. Grounded in these experiences, she is passionate about helping people through the very important journey of planning for the future, by creating a framework for that future. Through a strong process, careful attention to each client’s needs, and a desire to both understand and empathize, Keri gives her clients confidence to make decisions and to find direction throughout their life journey.
Being a wife and mother, Keri is particularly drawn to working with families and women. This is not only reflected within her practice but also in her regular involvement with local PTA and boosters, as well as hands-on volunteer work at local schools. Keri also puts her affinity for details to work on volunteer planning committees for functions and events, and she’s worked on community outreach programs and supply drives for local charitable organizations supporting displaced mothers and children. Recognizing the power of using your voice, Keri serves on the Advisory Board of LPL’s Political Action Committee, working hand-in-hand with their Government Relations team to represent issues important to financial services and small business owners.
Keri has over 20 years of experience in the industry, as both a financial advisor and Principal. She obtained a bachelor’s degree in Finance from the University of Northern Colorado and is an alumna with national sorority Delta Zeta. Keri holds a variety professional licenses, carries the esteemed mark of Certified Financial Planner (CFP®), meeting rigorous education and experience requirements in key areas of financial planning, as well as the designation of Accredited Investment Fiduciary (AIF®), a symbol of her dedication to upholding the fiduciary standard in all advisory relationships. Keri has participated in a variety of speaking panels on succession planning for financial advisors, career advisement for business students and is an active volunteer mentor, helping women and young people prepare for CFP® exams.
Outside of the office, Keri enjoys traveling, skiing, and the Colorado great outdoors with her family: husband, Mike, high schooler, Jackson, middle schooler, Ashley, and fox red lab, Harley. She often lines up movie or music video marathons for the family and, in line with many clients, is a good-enough golfer and a wine enthusiast.