Our Professionals

Roberta Keller

Position: Associate Member
Phone: (804) 625-3290
Email: roberta@alexisadvisors.com
Categories: Associate Member
Alexis Advisors
213 Roseneath Rd, Richmond, VA 23221

 

Roberta Keller wants to work with curious people – the people who ask, ‘Why?’ while aligning their money with their values. She is passionate about helping women innovate their money mindset so they can thrive – despite what they’ve been taught by societal norms. Her own vision in business focuses on transparency, integrity, and encouraging purpose-driven living. In addition to her purpose-driven work, Roberta thrives through her passions for Ayurvedic wellness, yoga, nature, enjoys her board service with The Innerwork Center, and as Trustee for the Richmond Memorial Health Foundation.

 

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Roberta Keller

Associate Member

Mary Kathryn Perkinson

Position: Associate Member
Phone: 804.897.3700
Email: mk@makfinancial.com
Categories: Associate Member
MAK Financial Group
5609 B Patterson Ave
Richmond, VA 23226

After working for commercial banks and mortgage lenders, Mary Kathryn decided that she could be a strong advocate for her clients and serve their needs much better in a mortgage brokerage environment.  She has been a lender since 1985 and has helped thousands of clients buy homes and investment properties.

Mary Kathryn is a proud Hokie with a degree in Finance from Virginia Tech. She is a native Richmond girl, with brief stints in Jackson, Wyoming and Northern Virginia. When not slaying tax returns and getting the best deal for her mortgage clients, she loves to garden, and have fun with her three rescue pups from her home in the City of Richmond.

MAK Financial was voted Best Lender in Richmond Magazine for 2017, 2018 and 2019.

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Mary Kathryn Perkinson

Associate Member