Kerry Bennett
Since joining the Green Ridge team in 2022, Kerry has thrived in its vibrant community-focused environment. She is deeply committed to fostering trust and building lasting client relationships through seamless, stress-free experiences. Kerry excels at proactively addressing challenges, enhancing client satisfaction, and supporting financial well-being. Her streamlined approach to operations empowers clients to concentrate on their financial goals without the burden of administrative tasks.
Kerry’s Role as Client Liaison:
- Acting as a bridge between clients and the firm.
- Ensuring efficient communication and managing crucial administrative tasks.
- Scheduling, account maintenance, money movement, and onboarding.
Outside of work, Kerry enjoys spending time with her husband, their young daughter, four dogs and a brood of chickens. She loves outdoor activities, including hiking, snowboarding, camping, and relaxing at the beach.
Kerry wholeheartedly believes that, “In finance, exceptional client service is not just a courtesy—it’s the cornerstone of trust and success. By prioritizing client needs, we turn financial goals into shared accomplishments.”