Kerri Herlick believes in teaching her three children how to thrive in the world. “I believe in teaching them how to reach out to each other despite the 3,000 miles that separate them, to be friends, and to love one another. I believe in teaching them to surround themselves with the right people. And I believe in teaching these same lessons to my two grandchildren, Colin and Aribella, who I visit every year on their birthdays,” she says. “I believe in loyalty. My husband Blake and I will celebrate our 25 years and wonderful family together this year with a long-awaited trip to Italy.”
“I believe in providing advice to give others success. My phone often lights up with a client’s number, no matter the time of day. Sometimes it is a quick question, but often it’s about the big things in life: career decisions, marriages, divorces, colleges, purchasing a retirement home, selling a business, and my personal favorite, ‘Should we purchase kitchen tile?’ The question doesn’t matter. I am here to listen,” Kerri says.
“I believe in being grateful. I am grateful that my clients have entrusted me with not only their finances, but with what really matters to them. I am grateful to have the support of HBW Advisory and the people in it. I am grateful that I have the experience and passion to be present for my clients. My skills enable me to guide them to reach their individual expectations and find solutions to help them get to where they want to be. My clients are not just a job. They are people that I truly enjoy connecting and conversing with. They are people that I have sat with in their time of crisis and in time of celebration. We have shared many tears, cheers, and great laughter,” she says.
Kerri is a Certified Divorce Financial Analyst™ and a wealth advisor. She focuses her divorce practice on helping her clients and their legal counsel avoid the long-term financial vulnerabilities often accompanied by divorce settlements. Mediators, collaborative divorce attorneys, and other legal professionals consult with Kerri to help provide a clear understanding of complex financial situations that can help ensure equitable settlements.
Kerri’s primary focus is working with clients in a holistic manner consistent with the client’s goals. Kerri focuses on retirement planning, life insurance, income planning, divorce, small business planning and long-term care. Kerri’s professional licenses include: FINRA Series 7 & 66 securities registrations, New York state life, accident and health Insurance. Kerri is a CFP® candidate and holds her CDFA (Certified Divorce Financial Analyst) certificate.
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Investment advisory services offered through HBW Advisory Services LLC. HBW Insurance & Financial Services, Inc. dba HBW Partners and HBW Advisory Services are separate entities which do not offer legal or tax advice.
