Our advisors

John Duerr

CFP®

Private Wealth Advisor

Business Financial Advisor
Learn more about John Duerr

Kelly Marie Duerr

Financial Advisor

Learn more about Kelly Marie Duerr


Our team

Ann Duerr

Ann Duerr

Client Concierge

Personal Intro

Mother and Grandmother

Favorite Vacation: Anything Disney

Qualifications

  • Bachelor of Arts, Centre College 1969
  • Master of Education, University of Louisville, 1976

Roles & Responsibilities

  • Provides office management
  • Insures that clients needs are anticipated and resolved
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