As a Financial Advisor, Sheri's mission is to assist individuals, families and business owners in defining their financial goals and achieving financial freedom. She is trained and licensed to provide financial solutions to her clients and prospects. Her goal is to become a lifelong resource to her clients, and she is dedicated to assisting them through the various stages of their financial lives. At Baystate Financial, Sheri is able to utilize the team approach and draw upon the wealth of knowledge of his assocaites to create custom-designed financial strategies for his clients. 

Sheri has 15 years of investment advisor experience. Sheri has been a member of the Million Dollar Round Table and has had multiple awards given to her throughout her career.

Lives in Cape Coral FL. Series 6, 63, 65, Securities registrations, and is Life, health, and property casualty licensee. 

Education

Endicott College

Hobbies

Reading
Spending time with family
Camping
Traveling

Affiliations & Memberships

Professional Moms Network