Sherri views her role as a professional holistic planner striving to make the process as simple and comfortable as possible for clients. Playing an active role in all aspects of the client engagement, Sherri specializes in creating detailed financial plans focusing on reliable cash flow strategies for clients transitioning into retirement. In her spare time, as mother of two active young boys, Sherri is busy raising a family on the beautiful North Shore and is an active volunteer at her children’s school.