Director of Operations
Kerry Poorman thrives on the complexity of trading and technology. She is constantly on the lookout for ways to improve processes while also ensuring databases and programs are accurate and operating well.
Kerry joined SHJ Wealth Advisors in 2006 and has continued to add value to the operations of the firm. She manages all of the firms’ trades, implements new technology, and manages the investment database. Kerry also creates clients’ quarterly reports and assists with compliance all while leading team operations.
When Kerry isn’t keeping SHJ’s operations running, she enjoys golfing with her family, boating, traveling to Indy or Nascar races with her husband and reading a good book.
Did you know…Kerry lived in Washington when Mt. St. Helens erupted in 1980 and still has a container of ash from the explosion.
