She succeeds Kelly Kidwell
WASHINGTON, D.C. (June 1, 2021) – Finseca announced today that Jeri Turley, Principal at Winged Keel Group, has assumed the role of Chair for the Finseca Board of Directors. Turley succeeds Kelly Kidwell, who has served as Chair for the Finseca Board of Directors since September 2020.
“Jeri is an extraordinary leader who is extremely well prepared to chair our board of directors,” said Marc Cadin, Finseca CEO. “Jeri’s passion, strategic mind, and leadership skills will be instrumental in furthering the movement Finseca has created and continues to build upon. She also will ensure that our board continues to serve as the profession’s fiduciary.”
As a Principal of Winged Keel Group, Turley specializes in structuring, implementing, and administering customized insurance solutions that enhance wealth accumulation strategies, promote philanthropic giving, and maximize the value passed to future generations. In addition to having served on Finseca’s Board of directors since 2014, Turley also has served on the Board of Directors of M Financial Holdings, Inc. since 2017 and is a member of the Estate Planning Council of Richmond.
“Kelly took on a challenging role as the first Chair of Finseca, and his leadership was evident every step of the way,” said Jeri Turley. “I am fully committed to providing the continuity needed to further advance Finseca’s mission which serves as the inspiration behind our name, Financial Security for All.”
Splitting time between Winged Keel’s Richmond and Washington, D.C. offices, Turley resides in Richmond with her husband and stays busy keeping up with their three sons in her free time. She also enjoys mountain biking with her husband and friends, finding time to read and write, and following her alma mater James Madison University.
At Finseca, we know that financial security improves people’s lives and protects their livelihoods and future wellbeing. We are rising to the challenge of increasing financial security for all. Finseca represents the men and women of the financial security profession who dedicate themselves to delivering financial security to their clients every day. We are focused on three transformational pillars: Elevate the noble work of the financial security profession; Accelerate professionals at any stage of their career in any marketplace, and Advocate effective public policy that puts more people on the path to financial security. Finseca promotes the value and purpose of financial security professionals, unifies our voice, and broadens financial security to more communities and generations of Americans.