$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Vice President–Wealth Management
Sheri has more than 37 years of experience in the financial services industry and over those years she's helped numerous individuals and families reach their long term goals.
She does this by:
· Helping individuals and families to build long-term investment portfolios to accumulate, preserve, and distribute their wealth
· Listening closely to clients to determine both their current and future needs
· Helping clients to develop customized strategies to pursue their goals
Sheri has lived in Colorado for 38 years after living in Iowa and Arizona for some years. Sheri has earned a B.S. from Arizona State University and has maintained her CFP designation for over 33 years.
Credentials
Focuses:
Support and resources
The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.
Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager