Kerry McWhinney

In my role as the Director of Client Services, I lead the Plan Member Advocacy team and coordinate the activities of our Group Retirement Practice.  I have the pleasure of working with employees, their families and the organizations they work for to provide support and meaningful solutions. Our goal is to make a genuine difference to all of the people we touch, leaving them with a sense of comfort and confidence in their programs.

I hold the Certified Financial Planner (CFP) and Group Benefit Associate (GBA) designations, am Life Licensed and I am currently pursuing my CEBS designation.

My broad scope of experience in the financial services industry ensures the plan members we serve receive sound advice and a balanced perspective.

In my leisure time, I am very active in community sports as both a team member and a coach. I am also proud to be an enthusiastic participant in a number of charitable events.