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$3.9 trillion
In invested assets globally
As of 12/31/2022
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:
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:
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
