Sheri joined Waverly Advisors in January of 2024 after StrategIQ Financial Group was acquired by Waverly Advisors, LLC. She serves as Marketing Assistant at Waverly. Sheri brings over 20+ years of client service experience in the private client/wealth management financial industry to Waverly. Sheri loves learning new things about clients and employees. It helps to better understand everyone’s unique situation and makes surprising and delighting them even more special. Sheri believes that putting a smile on a client’s face is so important, because you remembered something as little as they drink “regular PEPSI”.
Sheri spends most of her summer weekends supporting her husband as Crew Chief of Cotton Racing as he attempts to win another IHRA drag race. She maintains the fuel, tire pressure and safety of the team race car and the one and only Jerry Cotton, driving it. Sheri is a huge foodie who loves to cook and bake, and eat, at any time of day or night and then give it away to friends and family. She loves to play any kind of game, board games, dice games, card games. Any guess that she’s competitive?
And lastly, Sheri loves surrounding herself with her favorite little people and their parents on occasion.