Sherry is a Senior Financial Advisor, working directly with clients to establish and implement portfolio strategies based on individual client objectives.
She joined Summitry from Bank of New York Mellon Corporation, who in 2001 acquired Van Deventer and Hoch, where she was a partner and had worked since 1990. Sherry has a Bachelor of Arts in Sociology with minors in Business and English, a certificate in personal financial planning from the University of California, Los Angeles and is a Certified Financial Planner™. Sherry is also a member of the CFA Society of Los Angeles, the CFA Institute and the Financial Planning Association.
Sherry resides in Arcadia with her husband and their two boys. She is very active with Arcadia High School and is on the Athletic Booster Board. She is also very active in the community and enjoys fundraising for various organizations.