Branch Manager, Investment Advisor Representative
Sheri Johnson likes to say "I attempt to take the worry out of wealth for busy people". Sheri works with a diverse group of affluent families and individuals providing Investment Advisory Services. What keeps her clients so busy? "Life!" Some are enjoying their retirement, others are pursuing careers and raising families. All realize managing their financial affairs are important yet other priorities and interests consume their time.
Sheri and her staff at WSI, strive to create financial clarity for each client. Realizing in most busy lives financial planning is often semi-conscious or even unconscious, Sheri provides a "conscious" plan for clients' financial futures.
"Vision without action is just a dream, action without vision just passes the time, and vision with action can change the world" - Nelson Mandela. Applying this to an individual's financial level, Sheri provides clients with vision and a plan for their financial future.
After 30 years Sheri's practice continues to grow. Wealth Strategies, Inc. is moving to a new location, doubling their capacity to serve clientèle. WSI is currently seeking to hire others who share their belief "To give real service you must add something which cannot be bought or measured with money, and that is sincerity and integrity." - Douglas Adams.
Investing involves risk and you may incur a profit or loss regardless of strategy selected.