Online Success Journey

Sheri is well known in the financial services industry as a true creative force… who would imagine it all started at the tender age of five, selling her own homemade rose petal perfume in baby food jars, door-to-door. Leveraging that entrepreneurial flair, Sheri debuted in the financial services industry as an award-winning graphic designer, progressed to participant curriculum design, and advanced to sales and marketing before stepping out on her own as a consultant and speaker. Now, with more than 30 years of industry experience in her pocket, Sheri shares her success insights with retirement plan advisors, third-party administrators, and financial service organizations to help them make more meaningful connections by better leveraging marketing tools and developing a social media strategy that they can manage. She is a natural-born communicator, earning Toastmasters’ adult-level Speechcraft certificate in the 8th grade. Now she’s a sought-after speaker and has twice been named one of the 100 top influencer