Keri Zachmann

keriAccount Manager

Keri is the primary liaison for clients in maintaining their Government Agency 401(a) and 457 Retirement Plans.  Her responsibilities include asset reconciliation, contribution calculations, and daily recordkeeping including various daily requests from Plan distributions to loans, Plan education, and document consulting for her clients.   Prior to joining Billings and Company, she spent 4 yours with a third party administrative firm that specialized in Government Agency 401(a) Retirement Plans.

Background:  Married with two pets, Keri enjoys cooking, reading, music and spending time with family.