Experience

As a Financial Adviser, my strongest assets are the
relationships I’ve established with my clients. Drawing on
my experience and knowledge. I can offer customized
wealth management advice and personalized service. I
work closely with my clients to develop an investment
strategy tailored to their needs. This ensures I have a
thorough understanding of your objectives, and that you
have realistic expectations and an understanding of the
risks and rewards inherent in your investments.
For over 40 years, Sheri has helped clients manage their
wealth throughout good times and bad. She joined UBS
in 1989 and genuinely enjoys helping clients succeed in
reaching their financial goals.
From retirement and estate planning to education
funding and overall financial planning, Sheri brings
diverse experience to her practice across the spectrum of
clients’ wealth management accreditation to serve her
clients even better:
Life, Health and Long- term Care Insurance Licenses
In 2011, she earned the UBS Wealth Advisor designation.
Sheri joined UBS in 1989 and was born and raised in
Washington state. She has a bachelors of Art degree in
business from Washington State University. In her spare
time, she enjoys time with family and friends, traveling,
boating and golfing with her husband.

Subeer has over 25 years of wealth management
experience. He is dedicated to creating long-term
relationships with his clients. Subeer focuses on putting
his clients' goals first. He listens carefully to concerns and
needs and works attentively to develop a financial plan
that maximizes wealth. Subeer wants to ensure that client
goals and objectives are being met.
Subeer is a graduate of the University of California, San
Diego with a B.A. in Economics and a graduate of DePaul
University with a M.B.A. in Finance.
A Washington native, Subeer and his wife Sonia reside on
Mercer Island with their 4 kids. Away rom the office, he
spends time traveling , playing golf, tennis and
basketball. Subeer is a supporter of many non -profit
organizations such as Asher for Education, Kiran-Anjali
Project and the Mercer Island School's Foundation.

Dan has over 25 years of wealth management
experience. He believes it's vital to take a holistic
approach to wealth management, and it all begins with
this promise: to provide you with the insight and
perspective that, over time, can make a valuable
difference in your life.
Dan is a Summa Cum Laude graduate of the Washington
State University business school. He also studied at Obirin
University in Tokyo, Japan and Kharkov University in the
Ukraine. He joined Merrill Lynch in 1992 after having
worked for a private money manager in Oregon. Early in
his career he could be heard doing the morning stock
market reports for KJR sports radio and hosted a radio
talk show for an ABC affiliate out of Tacoma, WA. Dan
holds the Certified Investment Management Analyst
(CIMA®) designation. In 2018 he joined UBS Financial Services in
Bellevue, WA as a Senior Vice President for form the
Manhas Wilskie Group.
Dan was born and raised in Edmonds, WA and currently
resides in Bothell.