Kerry Vaught
Consultant at SDIRA Wealth- Claim this Profile
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Bio
Josh Gilmore
Kerry is both a client and referral partner whom does an excellent job introducing new clients to our investment strategy. His superior knowledge of SDIRA's and how our strategy can help clients achieve their goals is admirable and very effective in the education process. It has been a pleasure working with Kerry and we look forward to continuing and strengthening our business relationship as we help individuals secure a better retirement.
Josh Gilmore
Kerry is both a client and referral partner whom does an excellent job introducing new clients to our investment strategy. His superior knowledge of SDIRA's and how our strategy can help clients achieve their goals is admirable and very effective in the education process. It has been a pleasure working with Kerry and we look forward to continuing and strengthening our business relationship as we help individuals secure a better retirement.
Josh Gilmore
Kerry is both a client and referral partner whom does an excellent job introducing new clients to our investment strategy. His superior knowledge of SDIRA's and how our strategy can help clients achieve their goals is admirable and very effective in the education process. It has been a pleasure working with Kerry and we look forward to continuing and strengthening our business relationship as we help individuals secure a better retirement.
Josh Gilmore
Kerry is both a client and referral partner whom does an excellent job introducing new clients to our investment strategy. His superior knowledge of SDIRA's and how our strategy can help clients achieve their goals is admirable and very effective in the education process. It has been a pleasure working with Kerry and we look forward to continuing and strengthening our business relationship as we help individuals secure a better retirement.
Experience
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SDIRA Wealth
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United States
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Real Estate
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1 - 100 Employee
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Consultant
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May 2017 - Present
North West SDIRA Wealth Consultant North West SDIRA Wealth Consultant
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Finance of America Mortgage LLC
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United States
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Financial Services
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700 & Above Employee
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Loan Consultant
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Sep 2015 - Present
My responsibility as an Loan Consultant is to evaluate an clients request for funding and advise them of the program that would best fit their investment strategy. My responsibility as an Loan Consultant is to evaluate an clients request for funding and advise them of the program that would best fit their investment strategy.
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Community
