Sheryl Jakel  [ Mount Vernon

Sheryl Jakel

Client Relationship Associate

Mount Vernon, Washington

Mount Vernon, Washington Office

1111 Cleveland Avenue
Mt. Vernon, WA 98273

Phone: (360) 336-6527

Fax: (360) 336-6528

  • As a Client Relationship Associate, Sheryl helps ensure a welcoming atmosphere for all clients, and assists in servicing their non-investment-related needs. Sheryl loves the relationships she builds with clients, and her past work experience in higher education has helped hone the skills required for top-level client service and organizational efficiency.

  • Sheryl joined the EP Wealth Advisors team after serving as Operations Manager at Sound Financial Planning, Inc., which became part of the EP Wealth family in 2021.

  • Sheryl received a B.S from the University of Maryland University College, and a Master of Human Relations from the University of Oklahoma.

  • Sheryl lives with her husband and two sons on beautiful Camano Island, and loves spending her free time at the beach, hunting for sea glass. Together with her family, she enjoys crabbing, fishing, and kayaking around the island.


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