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Kerry is a Financial Planner.  She works closely with our relationship managers and advisors on financial planning, client meeting preparation, and client tax strategies.  Previously, Kerry worked preparing individual tax returns at a large national organization. She has a busy start to each year as she also assists in the preparation of our clients’ taxes. She attended the Community College of Vermont with a focus on Psychology.  Kerry enjoys time with her daughter, gardening and operating her farm stand, when the season permits.