Sheri Hulet is a licensed General Securities Rep and Investment Advisor Rep (Series 7 & 66). Sheri specializes in investment portfolio design personalized toward individuals and business owners.  Her experience also includes charitable giving, retirement income planning and personal financial management. She enjoys working closely with clients in navigating their financial goals and values the association that she has with them.

In her personal life, Sheri volunteers in various capacities associated with her local church, enjoys gardening (a certified Master Gardener) as well as travel. She and her husband have been business owners in Utah County for over 20 years. They have two married daughters and two grandchildren.