Life presents many challenges, obstacles, rewards and joy. It is my pleasure and passion to help navigate the challenges and obstacles to help turn them into rewards and joy! Throughout my career I have been fortunate to help clients feel comfortable with decisions they must make. Decisions about helping one family member but still be fair to other members or whether they can maintain the current home but buy a second home (beach home, mountain home, or in another state). Maybe it’s a decision on estate planning, lifetime gifts versus bequests at death, or distribution of assets at the loss of a parent. Through the planning programs, processes and experience in our firm we are able to help clients navigate these and many other decisions.
Starting in this industry 30 years ago I have completed many designations that are the foundation for the service I provide to my clients today. Designations include, Certified Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and Certified Financial Planner (CFP®). Each of these credentials require ongoing annual continuing education. This education is obtained through various programs offered throughout the industry including the annual Financial Planning Association conference, conferences offered by SEI, Brinker Capital or other investment platforms. We believe that ongoing education is crucial to insure that the advice and recommendations we provide are current and always in the clients’ best interest.
Because of the education and experience that the last 30 years have provided I have been able to help clients navigate difficult challenges and provide the guidance they need to make life’s toughest decisions. Whether it is reviewing legal documents to make sure assets are aligned to meet clients’ wishes or rebalancing an account to ensure that projected cash flow needs are sufficiently funded helping you make these decisions is one of my greatest joys.
I am blessed beyond measure to have the support of our team of professionals at DMJ Wealth Advisors and to be able to serve our amazing clients. Thank you!
Sheryl is licensed in North Carolina.
Graduate, Leadership North Carolina Class XI
Member, Greensboro Society of Financial Service Professionals (SFSP)
Member, Financial Planning Association (FPA)
CREDENTIALS & COMMUNITY
Certified Financial Planner™ (CFP®)
Chartered Financial Consultant (ChFC)
Certified Life Underwriter (CLU)
NC Life and Accident License
NC LTC and Medicare Supplement License
Board Member, Restoration Place Counseling
Board Member Triad March of Dimes
Past Board Member of Alcohol Drug Services
Past President, current Member, Greensboro Woman’s Club
Past President, current Board Member, Earlier.org