Team Member

Kerry Keeney

Client Services Manager

Kerry works on all areas of client service, including preparation of client reviews, updating beneficiaries, and establishing efficiencies in the day-to-day operations. She enjoys working with a team who cares so much about every client and their individual needs. Kerry likes "knowing that what we do is helping someone and their family."

Kerry was a junior financial analyst with TBG Development and a senior purchasing financial analyst with May Department Stores. She joined Julie Bahr and her team at Moneta Group in 2012 before moving with Julie to Clayton Financial Group. She holds a Bachelor of Science in Business Administration with an emphasis in Finance from the University of Missouri-St. Louis.

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