Sheri Zimmerman

Senior Wealth Consultant

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, 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.

Personal Interests

Away from the office, Sheri enjoys traveling, gardening, sports—mainly the Oregon Ducks football—and spending time with her husband and two daughters.

Sheri’s Offices

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