Jacqueline H. Keltner,
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.