Meet Sherri Weaver, our dedicated Team Support Specialist, whose heart is as expansive as her financial expertise.
Beyond her proficiency with numbers and portfolios, Sherri possesses a remarkable gift—a sincere passion for community nurturing. When she's not meticulously analyzing financial data, you'll find her deeply engaged in community-building endeavors and serving the finance department at her local church. Her innate ability to connect with people and cultivate meaningful relationships isn't just a personal hobby; it's a strength that resonates throughout our team.
In wealth management, where trust and relationships are paramount, Sherri's capacity to build bridges and foster lasting connections sets her apart. She firmly believes that every robust financial plan must rest upon a foundation of trust, mirroring the bedrock principles of thriving communities built on trust and collaboration.
Sherri's well-rounded background, community-focused mindset, and creative spirit make her an invaluable asset to our team. Whether you seek financial guidance or assistance in forging connections, she's here to ensure our clients and partners experience the highest level of support.
Outside of her role in supporting our team, Sherri indulges her creative side. Writing, journaling, and exploring her passion for crafts and interior design rank among her favorite pastimes.
Please don't hesitate to contact Sherri with questions or require assistance. Her unwavering commitment to our clients and her talent for nurturing relationships make her an invaluable asset to our team.