Role and Company
Financial Advisor, Northwestern Mutual
Expertise
25 years experience in financial services
Location
Saratoga Springs, NY
About Sherry
My clients are professionals and business owners who value both the forethought to create a lifetime of financial security and the creativity of collaborating on a comprehensive plan that demystifies the jigsaw puzzle of arranging retirement income. The transition from 'wealth accumulation' to 'pre-retirement' may begin as early as 15 years prior to the retirement event. Accumulation continues during this period; but planning for distribution also needs to occur. That's where I and my team from Northwestern Mutual come in.
Over a substantial corporate career, I have worked hard to develop a reputation for both personal and professional integrity. I coached careers, sales, lifestyles and finance in my own business. I like to say that I've 'raised' about 2000 professional salespeople. And that included setting them on the right course with their first big commission check.
In addition to my planning practice and mentoring veterans through American Corporate Partners, I am an active fundraiser and member of the Board of Directors for Wellspring, Ending Relationship and Sexual Abuse in Saratoga County. (www.wellspringcares.org) Wellspring believes that ALL relationships should be safe and offers a full range of emergency, shelter and community services.