Sherri began her career more than forty years ago as an intern at the practice and became president in 1994.
With 20+ years of experience, Jason works best with clients in need of comprehensive wealth management solutions.
A passionate advisor, Jill is a key contributor to our blog and podcast, aimed at newer investors.
Tyler is driven to help clients understand how to set and meet their goals, as well as prepare for their retirement years.
With her strong analytical background, Jessie oversees trading and portfolio review as a key member of our investment team.
With 20+ years in the financial services industry and nearly 10 years as a Wealth Advisor, Tori serves as an important part of SWMG.
We look forward to hearing about your financial goals, and helping you to plan and prepare for the future you deserve.