Kerry Hemphill, AIF®, LUTCF

Kerry Hemphill, AIF®, LUTCF

Financial Advisor

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Phone: 301.260.2810 x11
Fax: 301.260.2814
E-mail:


With more than 22 years experience in the financial services industry, Kerry is the President of Creative Benefit Concepts, LLC, a financial firm headquartered in Montgomery County with an emphasis in working with 401(k) plans throughout the Baltimore and Washington D.C. metropolitan areas. As President, Kerry understands that operating a business these days can be quite the challenge. That is why his 401(k) management process begins with an in-depth evaluation of his client’s objectives where he performs an intensive review to help identify their financial needs.

By utilizing strategic partnerships with industry leading financial firms and service providers, Kerry and his team are able to provide their clients with a full range of benefits for business owners, executives and their employees backed by professional service. This process and support forms the basis for all future financial strategies and recommendations which exemplifies Creative Benefit Concepts’ reputation of commitment to client excellence.

Kerry is a recognized leader in the financial services industry. He has consistently performed at the highest levels, achieving “Top of the Table” status of the Million Dollar Round Table, an organization recognized as a worldwide leader for professional and ethical standards. Kerry has been a requested presenter by Insurance Companies and the MDRT to speak on topics such as Practice Management, 401(k) Plan Strategies and Executive Compensation Plans. Kerry has also been awarded the nation’s Top 100 “Most Influential 401k Advisors” by 401k Wire in 2009 and 2010.

Professional Credentials
  Accredited Investment Fiduciary (AIF®)
  Life Underwriter Training Council Fellow (LUTCF)
  Million Dollar Round Table: Top of the Table
  The 401(k) Coach Program

Background
When not assisting his clients, Kerry can be found playing golf or working community fundraisers. He is an ongoing contributor to community efforts and charitable organizations including Olney Chamber of Commerce, Montgomery County Police Department, MDRT Foundation, Sandy Spring Fire Department and most recently, Hero Dogs, an organization dedicated to providing service dogs for our nations wounded veterans.

Kerry’s wife, Marcie, is a veterinarian and owner of Brookeville Animal Hospital, a small animal hospital in Montgomery County. Kerry & Marcie live in Brookeville, MD with their 2 dogs, 2 cats, 2 llamas, 1 mini-horse and 3 sheep.

 

Interested in working with Kerry?

Please contact: Sharon Murphy
Assistant
Phone: 301.260.2810 x17
E-mail: sharon@cbc401k.net