Sheri is no stranger to the financial world of customer service. She joined V Wealth in 2022 with forty plus years of experience. Along the way she pursued her licensing and previous held her Series 7, 63 and 65 along with an Insurance License. Sheri is most proud of the relationships that she has developed along the way with clients.
As V Wealth’s Client Service Associate, Sheri will be opening new accounts, preparing documents and answering any questions a client may have to ensure a seamless experience.
Away from the office you will find Sheri spending time with her friends and family. Sheri and her husband, Mark, have two grown daughters and one granddaughter. She enjoys cooking and entertaining for all.