Deborah (Dee) Kerr is a CERTIFIED FINANCIAL PLANNER™ professional. She has over 15 years of experience in the insurance and financial services industry, including over 6,000 hours in financial planning. She uses her expertise while reviewing each client’s situation, goals and desires to provide comprehensive planning tailored for individuals and couples.
Dee is a Certified Divorce Financial Analyst (CDFA®) and is equipped to provide advice regarding the financial impact of various settlement options for dividing marital property.
She obtained a Bachelor’s of Science in Speech Communication from The University of Texas at Austin. In addition to earning the CERTIFIED FINANCIAL PLANNER™ accreditation, she has also earned industry designations including Chartered Financial Consultant (ChFC) and Chartered Life Underwriter, (CLU).
She is a long-time resident of Temple and is married to Mickey Kerr, a professor at UMHB. Together they have four adult children and two grandchildren.
Dee and Mickey are active members in their church. In their spare time they enjoy running, biking and traveling.