Kerri Spangler is a Client Service Associate at Planned Financial Services. She supports a team of advisors, ensuring clients receive responsive and detail-oriented service. With over 20 years of experience in bookkeeping, tax preparation, and banking, Kerri offers a robust financial background and a strong understanding of client needs.
Since joining the firm, she has been dedicated to helping advisors deliver seamless client experiences. Kerri manages daily operations with accuracy and care, continually working to provide consistency and reliability throughout the planning process. Guided by the belief that "when clients succeed, we all succeed," she strives to embody the firm’s values in every interaction.
Kerri holds an associate’s degree from Oakland Community College and is completing her bachelor’s degree in accounting at Western Governors University. Her career demonstrates a longstanding commitment to financial well-being and exceptional client service.
A 30-year resident of Clarkston, Michigan, Kerri has raised her family and developed strong community ties. Outside of work, she enjoys gardening, exploring local trails, traveling, and, on quieter days, building Legos with her youngest or playing Mario Kart with her sons.
Professional Involvement & Community Engagement
- Supporter, World Wildlife Federation
- Supporter, Environmental Working Group