Wealth Advisor Associate
Sherri moved to the Okanagan Valley in 1992 and began her career in the financial services industry. Sherri joined Raymond James Ltd. as a fully licensed Associate Financial Advisor in 2000 and became part of the Plena Wealth Advisors team in 2008. Sherri is familiar with all aspects of client administration at Raymond James and enjoys the day to day interactions with clients. Sherri can assist with any enquiries and facilitate all trading as necessary. Her excellent attention to detail results in proactive management ensuring all facets of the business remain at the forefront.