Meet your evolving needs with three integrated business lines in one professional services firm.
Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.
Sherry currently holds FINRA Series 7 and Series 66 licenses.
Prior to joining CliftonLarsonAllen Wealth Advisors, Sherry spent nearly ten years as a Registered Sales Assistant and Client Service Coordinator in the financial services industry. She provided sales support, administrative services, office management and customer service management for several of the prior firm’s top advisors in the Chicagoland area. Sherry also brings with her over 20 years of bookkeeping/accounting experience, as well as personal tax preparation experience.