Email Me
$6 trn
UBS Group invested assets
As of 12/31/2024
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:
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
