Kerri Kunkel is a Senior Client Service Manager for Investment Trust Company, focusing on the firm’s larger family relationships. She is a CFP ® and holds a bachelor’s degree from Boston University and a master’s degree from Columbia University.

What do you enjoy most about your role?

“I enjoy helping clients review their holistic financial picture from investments, insurance, taxes to estate planning and gifting. I enjoy focusing on the details, so the client doesn’t need to.”

Where can we find you outside the office?

“In my free time, I enjoy hiking the beautiful Colorado trails with my husband and Golden Retriever, Skye. I also enjoy birdwatching, reading, and traveling with family and friends.”

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