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Our Primary Purpose

Keri’s passion to empower people to take early control of their finances in order to secure their lifelong goals and retirement led her to found Halcyon Group. As a financial advocate, she strategically helps people discover what they want, why they want it, and precisely how to achieve it.

After working in the financial services industry for over a decade, Keri became increasingly aware of a unique white space in the marketplace. Women, statistically poised to control most of the world’s wealth, are often ill equipped to make their own informed decisions. Families, focused on building a solid financial future, are often running a race with no finish line.

Keri has helped women and families across the country change their narrative by embarking on a well designed financial journey. The journey begins with financial self discovery: the things you know, the things you don’t know, and most importantly the things you don’t know that you don’t know.

Keri specializes in uncovering the unique financial challenges that people face. By leveraging her industry experience, education and personal experiences, Keri works with people to transform their money mindset and identify the planning strategies that will have the greatest impact on their future financial security.

Our Mission

Our mission is to bring you to the intersection of intention and impact. The place where
you have set your financial vision, are knowledgeable about your financial discovery and
have a financial plan that is aligned with your values and goals.

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