Kerry Crunkleton, Cfp® Email & Phone Number

As TrueNorth’s Private Client Risk Managment Advisor, I focus on the complex personal insurance needs of individuals and businesses who require a sophisticated approach to asset protection. As a Wealth Advisor, creating meaningful relationships and helping clients align their finances, values and goals is at the core of what I do. My background includes over 16 years of industry experience working in Financial Planning, Wealth Management and Tax Services. During this time I have worked with business owners, high-net-worth individuals and professional athletes, providing personal financial counseling and focusing on the development and implementation of personalized comprehensive long-term wealth accumulation and preservation strategies.Prior to joining The Colony Group, I served as a Financial Analyst at Jones Barclay Boston. Having started with the firm as an intern, I transitioned into a full-time client service role in January of 2006 when I began to take a more involved role in maintaining and developing client relationships.I received my Bachelor’s degree in Business Administration from the University of Kansas, where I also ran track & field. I'm a Colorado native, who loves golfing, snowboarding, bachata and traveling.

Listed skills include Microsoft Excel, Financial Analysis, Microsoft Office, Customer Service, and 6 others.