With a background in strategic planning, Sherri moved to the UK and began her career in financial services. Having gained previous experience in banking and compliance roles, Sherri joined Quest Financial Solutions as a Paraplanner in 2016, which was acquired by Progeny in early 2019.
As a BA and MSc gradate from Michigan State University, Sherri has obtained a Level 4 Diploma in Financial Planning. Now serving as a certified Paraplanner, she specialises in report writing and technical analysis, assisting the Financial Planners in helping clients to grow their wealth and plan for their retirement.
Sherri lives in Haddenham with her husband and cat, Barney. She enjoys reading, writing, and working on DIY projects when she ‘gets the urge’. In winter, she enjoys taking skiing trips with her family.