Client Service Manager
Sherri is the client service manager for Beth and Jo’s clients. She has been working as part of their team for over 15 years and takes special care to get to know the interests of their clients so that she can provide personalized support for their ongoing financial needs. Sherri is passionate about helping people and enjoys using her executive skills to problem solve in person or over the phone for clients.
Prior to her current position, Sherri was a freelance medical director and editor for a company based out of Alexandria. Her role was to setup and direct live interactive medical conferences all over the United States.
Getting to Know Sherri_______________________________________________________________________________
Sherri resides in Alexandria with her husband, Karl, and their beloved dogs, Deco and Tate. Sherri and Karl have three children, Kelsey, Corey, and Cooper who they enjoy spending time with when they get the chance. Sherri has a passion for decorating fueled by her love of antiques. On any given weekend you will find her exploring the local vintage furniture stores or re-painting one of the rooms in her house.
If Sherri could meet anyone past or present it would be: Maya Angelou
Place Sherri would most like to visit: Tahiti
Favorite book: Any crime mystery
Favorite movie: The Blind Side
Favorite food: Anything someone else cooks
Favorite quote: “Kindness Matters”- my mom
Favorite holiday: Christmas – she loves having all the family together!
Hidden talent: Party planning
What motivates Sherri: Helping people
Something on Sherri’s bucket list: Live at the beach
Sherri’s biggest accomplishment: Her three children