- April 26, 2020
- Posted by: Keri Pugh
- Categories: Financial Goals, New Investors, Small Business, Thriving Families, Women
The world of professional football is exciting, but players face a huge risk of outliving their money if they aren’t careful. These lessons are eye opening and we could all benefit by “tackling” a few of these for ourselves, especially when it comes to saving and spending. Not many of us would dare to compete with an NFL player, but we can all be Hall of Famers, when it comes to wise financial management skills.
Keri Pugh is a Wealth Advisor with Fusion Financial Group, an independent financial planning firm and fiduciary based in Denver, CO. 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 for clients. As a wife and mother to two young children, Keri is particularly drawn to working with thriving families and women. This is not only reflected within her practice but also in her regular sponsorship of the local PTA and volunteer work with the elementary school. Outside of the office, Keri enjoys traveling, skiing, and the Colorado great outdoors with her family. She often lines up movie marathons for the family and, in line with many clients, is a beginner golfer and a wine enthusiast. To learn more about Keri, connect with her on LinkedIn.