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Kerri E
Series 65
Bloomington, IL
Virtus Financial Group
Kerri Elson is a financial advisor at Virtus Financial Group with one year of industry experience and holds a Series 65 designation. Her prior work includes roles at State Farm and John Deere, as well as academic positions associated with the University of Illinois at Urbana-Champaign. She volunteers with Special Opportunities Available in Recreation, supporting recreational activities for individuals with special needs, and leads a young adult women's small group at St. Patrick Church of Merna. Virtus Financial Group advises individuals, families, trusts, and estates through fee-based investment management and financial planning. The firm primarily employs a non-discretionary investment model, emphasizing client involvement and integrating affiliated tax and planning services with CPA leadership.
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