Keri Pugh, CFP®, AIF®Co-Founder & Wealth Advisor
Keri Pugh is the Founder and Wealth Advisor at Fusion Financial Group, an independent wealth management firm based in Colorado. 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 and financial planning 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 her involvement within her community. 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. Leveraging the power in using her voice, Keri serves on the Advisory Board of LPL Financial’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 alumni of 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®). Keri has participated in a variety of speaking panels on succession planning and marketing for financial advisors, career advisement for business students, and is a CFP® Board mentor, helping women and young people prepare for CFP® exams. She is an active member of the Colorado chapter of the Financial Planning Association (FPA®), volunteering with both the Foundation of Financial Planners and Homes for Our Troops pro bono financial planning programs.
Outside of the office, Keri enjoys traveling, skiing, and the Colorado 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.