• Financial Planning

    I am a CERTIFIED FINANCIAL PLANNING® professional with over 35 years experience in the financial services industry. Providing planning services to all ages and life stages. A financial plan can provide greater financial stability, freedom, and peace of mind.

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  • Energy Therapies

    I became interested in holistic recovery in 2010 and am now both an Access Consciousness and Reiki practitioner. Contact me to start your transformative journey of rebalancing and connection, where you'll empower yourself to access your own inner wisdom, liberated from limitations and judgments.

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What others are Saying

  • "With decades of experience and common sense & pragmatism you're invaluable. Your exposure to clients in similar situations & their successes is very relevant to people like myself who are entering this phase."

  •    "I have had the pleasure of working with Sherry for a number of years and throughout all of our dealings I was very impressed with her integrity and knowledge of the financial world. I also appreciate her immediate responses to my questions and advice whenever needed. Without reservation I would highly recommend Sherry to anyone who is looking for excellent financial advice and great customer service."

  • "Had a consultation with Sherry trying to keep finances arranged. was impessed with her experience and knowledge. Thanks Sherry."

  • "I've had many Access Bars Sessions with Sherry. I always leave feeling relaxed, grounded and more at ease. Thank you Sherry for your amazing healing vibes."

  • "I had a financial consultation with Sherry to review our retirement plan and then decided to have her prepare a Financial Plan for us. I was so surprised how much information and detail was provided to us. I had no idea the areas that would be covered in the plan she prepared. We now have a place to keep all our information in one place making it easy to share with family."

  • "Starting to build a plan for retirement can be a daunting task. After many years of saving, investing and paying down debt, the next steps to plan out a secure retirement can be confusing and emotional. Sherry made a retirement plan for us that was easy to understand and execute. She answered all of our questions with respect and understanding. Something I found very overwhelming, she broke down in very easy steps. She has encouraged us to contact her in the future to review our plan, which shows her dedication as a financial advisor. "