Keri Pugh (Keri Adams)

Chatfield High School

Class of 1993

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Keri Adams - Class of 1993 - Chatfield High School

First Name	Keri
Last Name	Pugh
Maiden Name	Adams
Graduation Year	Class of 1993
Gender	Female
Current Location	Littleton, CO
Relationship Status	Married
About Me	I am Founder and Wealth Advisor at Fusion Financial Group, an independent wealth management firm based in Colorado. I come from a family legacy of financial service, and through my experiences working with advisors and clients alike, I saw the many benefits that sound investing, financial planning and coaching brought to people’s lives. Grounded in these experiences, I am passionate about helping people through the very important journey of planning for the future, by creating a framework for that future. Through a strong process, careful attention to each client’s needs, and a desire to both understand and empathize, I give clients confidence to make decisions and to find direction throughout their life journey. Being a wife and mother, I am particularly drawn to working with families and women. This is not only reflected within my practice but also in my regular involvement with local PTA and boosters, as well as my involvement within my community. I also put my affinity for details to work on volunteer planning committees for functions and events, and I've worked on community outreach programs and supply drives for local charitable organizations supporting displaced mothers and children. Leveraging the power in using my voice, I serve on LPL Financial’s Government Relations Advisor Council, working to represent issues important to financial services and small business owners. I have over 20 years of experience in the industry, as both a financial advisor and Principal. I obtained a bachelor’s degree in Finance from the University of Northern Colorado and is an alumni of national sorority Delta Zeta, holding the position of Financial Advisor for the Rho Chapter at the University of Denver. I hold a variety professional licenses, carries the esteemed mark of Certified Financial Planner (CFP®), meeting rigorous education and experience requirements in key areas of financial planning, as well as the designation of Accredited Investment Fiduciary (AIF®). I have participated in a variety of speaking panels on succession planning and marketing for financial advisors, career advisement for business students, and is a CFP® Board mentor, helping women and young people prepare for CFP® exams. I am an active member of the Colorado chapter of the Financial Planning Association (FPA®), volunteering with both the Foundation of Financial Planners and Homes for Our Troops pro bono financial planning programs. Outside of the office, I enjoy traveling, skiing, and the Colorado outdoors with my family: husband, Mike, high schooler, Jackson, middle schooler, Ashley, and fox red lab, Harley. I often line up movie or music video marathons for the family and, in line with many clien...(read more)
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