Experience and Education
Sheri focuses on new business development. She works with individuals and families to understand their specific needs and priorities then introduces them to a wealth planning team that can help them achieve their long-term financial objectives.
Prior to joining Mariner Wealth Advisors, Sheri was a regional vice president of sales for Fisher Investments. In this role, her primary focus was driving new sales via marketing and prospecting strategies. Before that, Sheri worked for TIAA as a senior wealth management advisor, where she provided customized financial planning to high-net-worth clients.
Sheri has a bachelor’s degree in finance from Minnesota State University of Moorhead.
Away from the office, Sheri enjoys traveling, gardening, sports—mainly the Oregon Ducks football—and spending time with her husband and two daughters.