Advisor Profile

Sheri brings over 24 years of experience in the asset and wealth management industry to her role as Senior Associate, Wealth Management at Choreo.  She serves clients from the Richmond and Virginia Beach offices, providing personalized financial guidance to help them achieve their goals.

A CFA Institute Investment Foundations® Certificate holder and a CFP candidate, Sheri combines her extensive industry expertise with a passion for empowering clients to make informed financial decisions.  She began her career at Thompson, Siegel & Walmsley, a Richmond-based investment advisory firm, where she served as a portfolio and financial administrator for 11 years.  Sheri then advanced to a senior portfolio administrator role at The London Company, where she supported institutional clients, sub-advisory accounts, endowments, foundations, and high-net-worth clients.

In July 2021, Sheri joined Cherry Bekaert Wealth Management to pursue her passion for financial planning. Following Cherry Bekaert’s acquisition by Choreo in January 2023, Sheri continued her mission of delivering tailored financial solutions.  She uses her vast experience and resources to help clients navigate complex investment needs, develop detailed financial plans, and build effective retirement and estate strategies.

Sheri earned her Bachelor of Science degree from Virginia Commonwealth University.  Her commitment to excellence and client success makes her a trusted partner in helping individuals and families achieve financial security.

PROFESSIONAL AFFILIATIONS AND DESIGNATIONS 

• CFA Institute Investment Foundations® Certificate
• CFP candidate

EDUCATION

• B.S., Virginia Commonwealth University