Kerrick has a passion for personal finance and has developed a curriculum that makes long-range financial planning accessible to everyone regardless of their expertise. He has presented on this topic at local and international conferences and workshops across the country, and would love to share his thoughts and ideas with your team. If you are interested, please reach out to begin the conversation.


  • Introduction to Personal Finance
  • Budgeting and Pro Forma Development
  • Debt Consolidation
  • Retirement Planning
  • Career Progression
  • Managing Pay Increases
  • Maximizing Credit Card Rewards
  • Planning for the Future


Kerrick has presented on these topics at the following groups or organizations: