Sherry is a Retirement Plan Specialist in the DFW Metroplex area. Her 20+ year career in Financial Services started in the early 1990’s. While working for one of the largest US banks, Sherry was chosen to be licensed in their initial personal banker investment platform.Throughout the years, she has helped many clients with various investment strategies, lending needs, and overall financial guidance. Her area of expertise includes Client Relations, Private Wealth Management, and Retirement Planning for K-12 educators. Sherry’s extensive insurance experience also brings an added benefit to her clients through Life and Health insurance planning, with a specific focus on Medicare guidance.
In her spare time, Sherry enjoys cooking, dancing, and spending time with her husband. She also donates her free time for choreography and directing special entertainment events.
Schedule a meeting with Sherry.
