Sheri Mergenthaler, CFP®, CPWA®, CDFA®
Sheri Winegardner
Sheri Mergenthaler, CFP®, CPWA®, CDFA®
Director of Wealth Management

According to Sheri, there’s lots to love about working for HeimLantz, such as the strong corporate culture, partners who are devoted to the well-being of employees and clients alike, and the opportunities for career development and advancement. As a wealth management advisor with the firm, she specializes in personalized comprehensive planning and helps individuals and businesses achieve their financial goals. Sheri has been with the firm since 2006.

Sheri is a graduate of the University of Maryland’s Robert H. Smith School of Business. When she was 19, she took an internship with HeimLantz and she never looked back! Though she initially worked as a wealth management assistant and then a client relationship manager, she decided to pursue a career in financial advising for a couple different reasons. Firstly, she was inspired by Kathie Sulick, a mentor of hers within the firm; secondly, after watching a family member struggle to recover from unsuitable recommendations and guidance from an outside resource, she was determined to advise clients with honesty and integrity.

A resident of Edgewater, Sheri loves the area because it’s possible to drive three hours in one direction to get to the beach, or three hours in the other direction to get to the mountains. When she wants to get away, you can find her at her grandmother’s lake house in Deep Creek Lake. She loves to spend time with her husband and their daughter, Ali. Her favorite activities all involve water: boating with friends, having dinner on the water, and taking her daughter to the community beach to play.

Want to get to know Sheri even better? Here are a few fun facts:

  • She has a rescue dog named Fin
  • Sheri’s favorite TV show is Game of Thrones
  • She loves her large extended family—she has remained close with her 16 first cousins