Sheri is a dedicated and dependable member of the Kellermann Group Wealth Management team, helping ensure clients receive a thoughtful, organized and seamless experience.

With a strong attention to detail and a natural ability to anticipate needs, Sheri plays an important role in keeping the day-to-day operations of the practice running smoothly. She takes pride in supporting both clients and the advisory team, helping coordinate the many details that contribute to a high level of personal service.

Sheri believes that exceptional client relationships are built through consistency, responsiveness and genuine care. Whether she is helping with an administrative request, coordinating next steps or supporting the team behind the scenes, her goal is to make every interaction as straightforward and positive as possible.

Her organized and dependable approach complements the team’s commitment to developing long-term relationships with clients and their families. Sheri values being part of a practice where clients are known personally and where attention is given not only to their financial needs, but also to the people and priorities behind them.

Outside the office, Sheri is a devoted wife and proud mother of two daughters. Family is an important part of her life and reflects the same sense of care and commitment she brings to her role each day.

“Behind every successful executive is an exceptional assistant who makes it all possible.”

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