Guided by a multi-generational team of financial professionals.

With 18 years’ experience, Sherry holds a variety of licenses and certifications, including Series 7, Series 66, Life, Health, and Variable Annuities insurance license, as well as the Chartered Financial Consultant (ChFC®) and Retirement Income Certified Professional (RICP®) designations.

Sherry is the driving force behind operations and sales support with a strong emphasis on building and nurturing relationships, providing personalized, service and delivering an exceptional client experience.