Sheri has worked in the financial services industry for the past 13 years. Her priority as a Client Service Manager is to provide friendly, highly personalized service to all our clients. She assists clients with scheduling appointments, processing cash or wire transactions, opening and maintaining accounts and responding promptly to client questions.
Prior to joining our team in July 2022, Sheri was a Senior Branch Office Administrator with Edward Jones. Before moving to Utah in 2004, Sheri lived in California where she worked in the biotech industry in the heart of Silicon Valley. When Sheri is not in the office, she enjoys reading, interior design, shopping and spending time with friends and family.