Overview
Sherry is a Wealth Advisor with CLA, has been with the firm since 2016, and has been active in the investment management industry since 2006. As a member of the Wealth Advisory Team, Sherry seeks to know and help our clients by taking a wholistic approach to wealth management, planning and seamless delivery of our services; working with families, business owners, and high net worth individuals delivering impeccable client service.
Education
- Registered Investment Advisor Representative
- Series 7 securities license
- Series 66 securities license
- FPQP™ professional designation through the College For Financial Planning
In the community
- Has served in her local community as a Girl Scout Leader
- Has served in her local community as a Park District soccer coach
- Has been involved in her local PTA
- Has been a coach at a local gymnastics club