Hallmark Financial is an independently owned financial consulting firm with more than 35 years of dedicated personalized service to our clients. Because we are an independent firm, we have no obligation to sell proprietary products or services. This freedom allows us to be openly selective in offering only those investment products and services that we believe are best suited to help address your financial objectives and goals. When you work with an independent financial consultant, YOUR goals are primary, instead of the “one-size-fits-all” strategy that is profitable to large brokerage firms. We offer you timely, objective investment advice, and promise to do so with the highest level of integrity and service.
President, Financial Advisor
Sherry has been working with individuals and business owners for over 35 years. Sherry has attained professional designations as a CFP®, a Certified Wealth Strategist®, and AIF®.
Branch Operations Manager
Christina Jelineo joined Hallmark Financial in May 2012. A Tucson native, Christina brought 15 years of administrative, marketing and office management experience to our team. Christina is responsible for maintaining excellent client...
Hallmark Financial is committed to providing the best possible client experience now and long into the future. We take the same approach in planning our firm’s future as we do with our clients’ financial future; assess our goals, prepare for the what-ifs and develop a strong plan to get there. By partnering Wilde Wealth Management, Hallmark Financial has expanded our team’s resources and support now and provided a solid succession plan for the future. With this partnership in place, your financial plans will be secure with a team that shares our vision to always have your goals be the inspiration for what we do.
The Wilde Wealth Management Group currently consists of 28 highly dedicated people and growing. Trevor Wilde the CEO of Wilde Wealth Management has been ranked nationally on the Barron’s Top 1200 Advisors List* since 2009 and ranked #1 in Arizona in 2020. Wilde Wealth has been recognized by the Phoenix Business Journal, The Arizona Republic, and their charitable arm – Wilde for Arizona™ Community Outreach Program - was featured by AZ Business Angels.
*Barron’s: Top 1200 Financial Advisors: Over 4,000 advisors who wish to be ranked fill out a 102-question survey about their practice, data is verified and then applied to a ranking formula. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms, and the quality of the advisors' practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the top-ranked advisor. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.