What’s your dream for the company?
I want our company to be known for our trustworthy team and excellent ongoing client experience for years to come.
Three words to describe me:
Integrity, Loyal, and Compassionate
When you’re not working, what do you care about most?
Spending time with my family and friends, watching our son ride bulls, and crafting.
What’s your financial journey?
Sherri Sturgis is the Client Relationship Specialist for Keystone Financial Services. She brings over 23 years of financial experience to Keystone and has spent most of that time building and cultivating client relationships. With her strong knowledge and background in the financial industry, Sherri has served as a Licensed Personal Banker and Financial Advisor at Chase Bank, and a Registered Client Associate at US Bancorp Wealth Management.
In Sherri’s position at Keystone, she assists the Financial Advisors in preparing for each client’s review meeting, so that when a client walks through the door, their time is maximized and streamlined. Sherri’s passion is working one-on-one with clients to build and maintain relationships. Sherri excels at walking clients through the process of working with Keystone for the first time and helps them with the transition of assets, coordinating financial planning recommendations, and anything a new client might need.
Sherri has such a warm personality and after meeting her for only minutes, she feels like a life-long friend. Sherri and her husband of 25 years, Jeremy, have three children. Jaren is a recent college graduate, and is now working full time, but riding bulls is his true passion. Alli is a Department Manager at Jax, and Jaelyn is currently in middle school.