Sherrie Schwartz

Sherrie Schwartz

Financial Advisor

Using an established process over the last 22 years in the industry, Sherrie build's personalized financial strategies for her clients that are designed to achieve their unique goals.  She takes the time to get to know her clients on a personal level and construct measurable objectives tailored to their circumstances.  Once the strategies are implemented, Sherrie maintains regular contact with her clients to inform them of any developments and address any needs or changes in their situations.  In order to provide a comprehensive service, she regularly collaborates with a team of CPAs, attorneys, and other trusted professionals, always keeping client information confidential.
Sherrie holds the Series 7, Series 66, Life, Health, and Variable Annuity licenses with the state of Michigan.  She is proud to serve a wide variety of clients, whose goals include planning for retirement, saving money for college, transferring wealth efficiently, and preparing for the unexpected.  Sherrie regularly works with multi-generational families to develop unique strategies of wealth transfer and specializes in long-term care planning.  No matter their situations, her clients are assured that she will work tirelessly to help them achieve their goals.
Sherrie enjoys spending time with her family, traveling the world, playing volleyball, and euchre.  Contributing to the community and local charities is also something she enjoys.  Sherrie has previously served as a Chamber of Commerce Ambassador and was on the development board for Al!ve.