Sherri is a seasoned financial planner with over 18 years of experience, specializing in tax-efficient strategies that help clients maximize their wealth. With the coveted CERTIFIED FINANCIAL PLANNER^® designation, she has built a reputation for her keen analytical skills and personalized approach to financial planning. While quiet in nature, she is skilled at creating comprehensive plans that enhance our clients' ability to meet their financial goals and dreams.

Known for her attention to detail and deep understanding of how to best create a tax-efficient cash flow, Sherri provides clients with peace of mind, knowing their finances are in capable hands. Her client-centric approach and belief ensures that each plan is tailored to meet the unique needs and goals of the individuals and families she serves.

In addition to her professional achievements, Sherri is an active member of her community, often volunteering time to help others. She enjoys traveling, sunshine and everything the sun kisses (in particular grapes in the form of delicious wine).

Request an appointment