Keri Massey, Officer of Supervisory Jurisdiction
Keri Massey serves as our Officer of Supervisory Jurisdiction.
In short, she’s our compliance officer who ensures that the work we do for our clients is of the highest integrity and morals.
At length, she provides our office with superior strategic advice, champions for us, and gently pushes us to grow and exceed what we think is possible. Our firm would not be on the growth trajectory it is now if it were not for her continued guidance and support.
Keri brings extensive experience having worked for our Broker Dealer in multiple roles, but most recently as their Director of Investment Advisory. She hails from the state of Alabama originally (and wears a shade of orange in the fall), but now resides in Athens, Georgia.
Prior to moving to Athens, Keri served on the Board of Directors for the Ronald McDonald House Charities of Alabama where she held multiple positions as Treasurer, Chair of the Finance and Investment Committees, and finally as Vice President during the organization’s $8 million capital campaign for expansion of the House. She cried at every board meeting for 10 years. Even though she’s now in Athens, she still serves on the RMHCA’s Advisory Council. When she’s not working, you can find Keri and her husband, Ross, traveling, reading, or cleaning up after their two children, Alden and Henry.