Sherry has 40 years of experience working with individuals and business owners and focuses on the areas of retirement, estate and tax planning and wealth management strategies. Sherry has been a financial advisor since 1985, rising to the title of Vice President with A.G. Edwards and later, Vice President with Morgan Stanley. Working as an Independent for the past 22 years, she specializes in formulating and executing clients’ unique wealth management goals while partnering with their legal and tax professionals.
Sherry holds the Certified Financial Planner® designation, the Certified Wealth Strategist® designation, and is an Accredited Investment Fiduciary (AIF®). She is also a member of the Financial Planning Association (FPA).
Sherry served as a past member and Chair of the Board of the Pima Community College Foundation, and was Charter President of the American Business Women’s Association, La Sonrisa chapter. She holds a B.A. in both Business and Communications from Lewis & Clark College in Portland, Oregon. Sherry still maintains ties to her friends around the world after years on the road with Up With People, is married and has two grown children. She enjoys skiing, hiking and traveling.