Posts By Jeri Anne Agee

Posts By Jeri Anne Agee

Jeri Anne Headshot - Meet the Team

How to Financially Prepare for Divorce

You probably never thought you’d be in a position to need advice about divorce. None of us…

Read More

How to Successfully Manage an Inheritence

If you find yourself receiving an inheritance, of course it is usually during an emotional loss, however…

Read More

Two Ideas to Help Raise Financially Responsible Kids

Raising three children has been one of my most significant accomplishments. Teaching those same three children about…

Read More

Jeri Anne – June 2018

This summer my family took a trip to the Hard Rock Hotel and Casino in Punta Cana…

Read More