Years ago, we created a role that is unique to our industry, the financial advocate. This role was birthed after Shawn read an article about a cancer clinic in California. The idea was someone to walk with you through the whole process.
Your financial advocate works alongside your Financial Advisor to review your accounts, formulate meeting agendas, and prepare for each client review meeting. Your Financial Advocate also manages any follow up, provides you with a detailed meeting summary, oversees implementation of any recommendations, and coordinates strategies with your CPA and attorney as needed. Your financial advocate serves as your dedicated point of contact within our team. The advocate is there for you, not the advisor.
Jacqueline H. Keltner,
CFP®, CPWA®
CFP®, CPWA®
Assistant Vice President | Branch Administrative Supervisor
Jacqueline Keltner serves as Branch Administrative Supervisor and has been a key member of The Perry Group since 2014. With a strong background in financial planning and wealth management, Jacqueline stands out for her ability to build genuine, lasting relationships with clients and colleagues alike.
A Bowling Green native, Jacqueline earned her bachelor’s degree in finance and a Certificate in Financial Planning from Western Kentucky University. Prior to joining the team, she gained valuable experience in client service and operations through roles in banking and financial planning, which helped shape her practical, people-first approach to the wealth management experience.
Today, Jacqueline serves as a financial advocate for clients of The Perry Group, ensuring each interaction is marked by professionalism, empathy, and attention to detail. She also oversees the management of the service team, fostering a collaborative and client-centered culture.
Actively engaged in the community, Jacqueline has been a board member of the South Central Kentucky Chapter of the American Red Cross since 2015 and serves in the children’s ministry at her church. In her free time, she enjoys traveling, Pilates, and being on the go with her husband and two busy daughters.
Stewardship
The spirit of stewardship—the careful and responsible management of your entire financial picture, entrusted to our care—is what drives our Financial Advocacy Network™ and The Perry Group as a whole. It is our hope that you see and feel this care each time you connect with our team.
Standard of Care
As your Financial Advocate, we are committed to managing your personalized Standard of Care checklist. This comprehensive approach ensures that every aspect of your financial well-being is carefully addressed. Through regular, in-depth conversations on topics such as planning for a child’s education or supporting aging loved ones, our goal is to help you stay prepared for life’s challenges and opportunities at every stage.
Life Events
We realize that with even the most thorough planning life can change in the blink of an eye. Through any major Life Event—marriage, a new baby, divorce, the loss of your spouse—your Financial Advisor and Financial Advocate will be at the ready with thoughtful insights and helpful tools. You will also have access to the expertise and experience of our entire team of financial professionals. We will be with you every step of the way.