Financial Advisors for Now and the Future.
Sheri’s passion is creating freedom in the lives of client’s and new partners of Carson Wealth East through training and education. From an early age, she has soaked in as much knowledge from school, work and travel as possible. This education gives her the confidence and freedom to do anything. With her passion to help others, she can use this knowledge to help others to be sure they have the tools they need to create their own freedom.
Sheri joined GAAM Wealth Advisors in May of 1997 and advanced to become a leader in the firm. She received her undergraduate degree from the University of Tennessee in Knoxville and her MBA from East Tennessee State University. She holds her Series 7, 24, 63 through Cetera Advisor Networks and the Series 66 through CWM LLC as well as life insurance. Sheri also holds her Certified Income Specialist certification. With the merger of Cornerstone Wealth LLC and GAAM into Carson Wealth East, she was given the freedom to move into her current role of Transformation Training Manager and concentrate on what she loves.
Sheri married her husband, Chuck, in 2000. On days above 50 degrees, you will find Sheri and her husband riding the open road on motorcycles. Their dog, Jules gets to ride side-car. Sheri is an avid health and fitness nut and enjoys running/working out, hiking, scrapbooking, photography, animals and traveling. She has traveled to most of the National Parks and visited many countries overseas. She is an avid UT fan and enjoys attending the home games.
Pretty Woman, The Proposal
Place Sheri would most like to visit:
Close tie with Africa & Australia
Something on Sheri’s bucket list:
Visit all 50 states
What Motivates her:
A challenge – very competitive