Kerri Cooley

Vice President Client Relations

Kerri is the Vice President of Client Relations at Spelts Wealth Management, where she supports the firm's day-to-day operations and collaborates closely with the team to ensure efficiency, organization, and exceptional client service.

Prior to joining Spelts Wealth Management, Kerri spent over 23 years in childhood education as a teacher, program director, and administrator. In those roles, she managed all aspects of the program, including registration, accounting, curriculum implementation, and the leadership of staff, families, and students. Teaching and guiding young learners were her passion for many years, and the experience strengthened her skills in organization, communication, problem-solving, and relationship building.

Transitioning into the financial services industry has been an exciting new chapter. Kerri is continually learning, growing professionally, and grateful to work alongside an amazing team at Spelts Wealth Management.



Outside of work, Kerri has been married to her husband for 30 years and the proud parent of two sons. Kerri values time spent with her family and friends and enjoys sports, crafting, and vacationing.