Sheri Nelson

Client Relationship Associate

As a Client Relationship Associate, Sheri specializes in bringing the highest level of service-excellence for our clients and our partners. Combining fresh and modern processes with a high-touch approach, Sheri provides a personal experience for each client and professional support to each member of the office team. Since 1985, Sheri has served client needs in the area of new client onboarding, client reporting and enterprise management. Sheri also serves the firm’s advisors in the area of research aggregation, performance monitoring and ongoing compliance.
Away from the office, Sheri enjoys time on the water with her husband, Rick, and spending time with their five grandchildren.