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$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:
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:
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
