Kerri joined the team in May 2026 when Flaharty Asset Management became Modern Wealth Management. She supports the Punta Gorda office advisory team with client service, including opening and maintaining accounts, and coordinating transactions to help facilitate an efficient client experience. Kerri also assists with day-to-day operations so advisors can remain focused on delivering personalized financial guidance. 

Kerri started her career in the financial services field as a client associate with Merrill Lynch in 1994. She has also worked for Morgan Stanley Smith Barney (now Morgan Stanley Wealth Management), Wells Fargo Advisors, Trilith Wealth Management, and Flaharty Asset Management. 

Kerri is originally from New York, but has called Florida home since 1991. She has three amazing sons who are all grown and doing very well in their careers. Two of them are college soccer coaches and one is a fireman. They make Kerri proud every single day and are absolutely the light of her life. 

Along with her family, Kerri is thankful for her two dogs and her good friends that bring her happiness, support, and comfort every day. Her family is there for her through good and difficult times, her friends make life more enjoyable and meaningful, and her dogs bring unconditional love, joy, and companionship. Spending time with them is what matters most to Kerri, and they are a big part of what makes her life fulfilling. Kerri also enjoys baking, reading, hiking, and fishing. 

Mat joined the team in May 2026 when Flaharty Asset Management became Modern Wealth Management. He believes that informed clients make better financial decisions. Mat’s approach centers on education, helping individuals and families understand not just what to do with their money, but why it matters. By simplifying complex financial concepts and tying them to each client’s unique goals, he empowers them to move forward with clarity and confidence. 

Throughout his career, Mat has worked with a wide range of investors and financial strategies, giving him a well-rounded perspective on the planning process. From traditional investments to more sophisticated solutions, he focuses on integrating each piece into a cohesive strategy that reflects his clients’ priorities. His commitment to a fiduciary standard guides every recommendation he makes and reflects his dedication to serving clients’ best interests. 

For Mat, financial planning is about more than numbers; it’s about helping people live the lives they want. Whether preparing for retirement, managing risk, or navigating major life transitions, he works closely with clients to build lasting relationships grounded in trust, communication, and ongoing education. 

Originally from Cleveland, Ohio, Mat lives in Nokomis, Florida, with his wife, Debbie. They have three daughters currently pursuing careers in history, biology, and engineering.