Partner, Financial Advisor
Keri Blake is a Partner and Financial Advisor with Fellows & Blake in Indianola, Iowa. She strives to help individuals and small business owners build, enjoy, protect, and transfer wealth the most tax. Her practice focuses on you, the client, and building trust. It’s about your goals, your dreams, your concerns.
She partners with clients throughout their lifetime using a goals-based experienced approach to help clients live their best life. She is motivated by helping clients fulfill their financial dreams and seek to protect their families.
Keri has earned the credentials Accredited Asset Management Specialist and she enjoys continuing her education to better serve her clients.
Keri enjoys biking, mountain biking, and snowboarding with family and friends. She also enjoys quiet movie nights and watching and helping coach her kids in sports. If you’re ready for a different kind of experience when you meet with a financial planner, Keri is ready to listen.
Please call 515-259-6567 to schedule an appointment or to learn more about Keri please visit www.fellows-blakefg.com.
Those that know me well, know I have always been an organized person. I started my own financial plan without any experience at the ripe age of 19 years old. For me, it has always been about piecing together the whole picture of my life as it occurs, but also preparing for those things that we can expect as well as the unexpected. These specific things were over-looked in the planning my parents were receiving. So, when someone comes to me and asks me what motivates me to help others with their “big picture” I have to say, it is in my core because I have seen what can happen when planning is not well-aligned!
My goal as a financial advisor is to create strategies for my clients so that as they journey through life, they feel comfortable, confident, and in control of their finances regardless of the changes that will occur along the way! I want to help others figure out what motivates them and help them prepare and protect what they have worked their entire life to build!
In my personal life, I reside in Adel, IA. I am a wife to my husband, Drew, and a mother to my daughter, Kenley. As a family, we enjoy the outdoors (specifically deer hunting) as well as nutrition, fitness, and several kinds of creative arts.
When you are ready for our first conversation, I am ready to ask the questions that will help me to understand who you are and where you’re at in life, so that together we can decide on the next steps. Please call 515.962.5921 to schedule.