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, Loyalty, and Compassion
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 is the Client Relationship Specialist for Keystone Financial Services and a certified Financial Paraplanner Qualified Professional®. She brings over 24 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 as a Registered Client Associate at US Bancorp Wealth Management.
Here at Keystone, Sherri excels at walking clients through the process of collaborating with our team for the first time, assisting with the transition of assets and coordinating financial planning recommendations—anything our clients might need now and in the future. Sherri’s passion is working one-on-one with our clients to build and maintain relationships.
Sherri has a warm personality and minutes after meeting her, she will feel like a lifelong friend. Sherri and her husband of 26 years, Jeremy, have three children—Jaren, Alli, and Jaelyn.