Sherry began her career in the corporate world in finance and eventually transitioned into human resources where she worked with individuals to meet challenges, overcome obstacles and accomplish goals. Now, as a financial advisor, Sherry uses that valuable experience to help her clients with their financial planning needs.
Sherry enjoys working with executives in transition and specializes in retirement planning, strategic portfolio design, legacy planning and risk assessment. She also enjoys working with women to address their unique financial challenges.
Sherry possesses strong interpersonal communication and listening skills. She is known for forming strong personal relationships with her clients that develop and last over time, creating a safe and confidential environment that helps ensure trust and security. Her favorite phrase is, “I have never met anyone I couldn’t help.”
Sherry works with her husband and business partner, Allen, which provides clients with two different perspectives to help them pursue their goals.
An artist who enjoys working in several mediums, Sherry also enjoys cooking, gardening, and spending time with Allen and her son and grandchildren. Sherry is proud of her previous involvement and service as the Executive Board President for the Orange County Children’s Therapeutic ARTS Center (OCCTAC) in Santa Ana, a non-profit charity that provides education in the arts for all children, including at-risk youth, those with learning disabilities, and their families.
- Bachelor of Science, Business Administration – University of La Verne
- Series 7 and 66 Securities Registrations
- California and Washington state licensed insurance professional, CA Insurance Lic.#0F18836 & WA Insurance Lic.#884120
- Life Underwriter Training Council Fellow (LUTCF) – American College and the National Association of Insurance and Financial Advisors
Note: This site has been published in the United States for residents of the United States. Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration.