Wealth Management Advisor
Sherry is the Co-Head of the Financial Planning Department at SFG, and has been with the company since 2010. With over 25 years of taxation and financial planning experience, Sherry brings a wealth of knowledge to the financial planning team. She specializes in assisting clients with planning around life transitions, such as retirement or the loss of a spouse. Sherry especially enjoys helping clients understand their financial life in terms that are easy to comprehend, and providing advice that is not only beneficial but offers them some peace-of-mind about the future. Sherry is a frequent presenter in our Financial Focus for Women segment and speaks on the topic of How to Get Your Records Organized.
BS – Business Administration (Finance), University of North Carolina at Chapel Hill
MBA – University of North Carolina at Greensboro
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® , Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Board of Directors and Finance Committee, Presbyterian Homes, Inc.
Board of Directors, Women’s Professional Forum Foundation
UNC Chapel Hill, School of Media and Journalism, Parents Council
I love spending time with my husband, Kent, and our grown children. I especially enjoy traveling. I like to learn new things and began knitting when I was in my forties. I also enjoy spending time with friends over a good bottle of wine. Something that you may not know: I was classically trained to play the piano and took lessons for 11 years.