Securities Registrations: Series 7,63,66
FINRA CRD #1445361
Insurance License #2385870, CA Insurance License#: 0D09553
Sherry has 34 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 then Vice President with Morgan Stanley. Working as an Independent for the past 16 years, she specializes in formulating and executing clients’ unique wealth management goals while partnering with their legal and tax professionals.
Sherry has attained professional designations as a Certified Financial Planner®, a Certified Wealth Strategist®, and most recently, an Accredited Investment Fiduciary®. Attainment of the AIF designation demonstrates understanding of the Prudent Practices® and methodology.
She is also a member of the Financial Planning Association.
Sherry holds a B.A. in both Business and Communications from Lewis & Clark College in Portland, Oregon. She served as a member and former Chair of the Board of the Pima Community College Foundation and was Charter President of the American Business Women’s Association, La Sonrisa chapter. Sherry spent several years on the road with Up with People and still maintains ties to her friends around the world. She is married, has two grown children and enjoys scuba diving, skiing, hiking and traveling.