Sheryl Jakel 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 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. She 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.
University of Oklahoma, Master of Human Relations
University of Maryland University College, B.S.