04/28/2026
Jeri Nutt joined our firm in 2003 and has served in an advisory role ever since. She is also one of the owners of the firm. Jeri helps individuals and families pursue their financial goals with clarity, confidence, and a strong sense of purpose.
She is known for her relationship driven approach to financial planning and genuinely enjoys getting to know new clients and partnering with them to build strategies aligned with their values, dreams, and long term goals. While she takes the responsibility of financial decision making seriously, Jeri believes the planning process should be engaging, approachable, and even fun. Just because money is personal doesnât mean conversations about it need to be boringâher meetings are often filled with laughter and meaningful discussion.
Outside of work, Jeri embraces an active, adventurous lifestyle, with travel both within the United States and abroad. Many of her favorite activities involve water in one form or another. Three years ago, she became scuba certified and recently completed her 50th dive in the Philippine Sea. She also enjoys fishing in Alaska with her husband and extended family. Jeri loves spending time outdoors, from camping and exploring the high country on an ATV with her husband to traveling to remote and memorable destinations. When life slows down, she enjoys cooking, reading, and quiet time at home.
Jeri married her husband in 1989, and together they have two adult children and one grandchild. Whether in the office or on an adventure, she values connection, curiosity, and making the journey as rewarding as the destinationâwhether that means helping a client feel confident about their financial future or sharing stories from the latest adventure.
