Location
Remote
Areas of Expertise
Wealth Advisor Solutions
Wealth Advisor Solutions
Sheri’s expertise is focused on tax planning for retirement, including IRAs, inherited IRAs, and Roth conversions. She holds a BA from Portland State University and is both an Enrolled Agent (EA) and a Retirement Income Certified Professional (RICP). Sheri enjoys working closely with clients to navigate complex tax planning decisions. Outside of work, she runs a small chicken hatchery with her son and is a devoted animal lover—sharing her home with multiple cats, a dog, a chinchilla, and over 75 chickens.