At Five Talents Financial Management Group Sheri fills two rolls. The first is that of Office Manager, wherein she manages the daily office functions along with handling all client operations/related servicing and client account issues. Sheri takes pride in working with our clients and getting to know them personally. She helps to ensure that their client experience exceeds their expectations.
Sheri’s second roll at Five Talents Financial Management Group is that of Administrative Assistant to the office advisors and is the first point of contact for each of them. Behind the scenes, she provides operational and administrative support to ensure the accuracy and completion of all paperwork generated.