Sheri Mergenthaler CFP®, CPWA®, CDFA®

Sheri Mergenthaler

Sheri Mergenthaler CFP®, CPWA®, CDFA®

Director of Wealth Management

Sheri loves being near the water.

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Get to know Sheri

Sheri’s favorite holiday is Thanksgiving because it’s not about presents—it’s about family, food, and football.

Sheri’s favorite part of her job is helping clients obtain their dream retirement and watching her teammates grow in their careers.

Sheri’s bucket list includes attending Oktoberfest in Munich, Germany, eating pasta in Italy, and seeing the blue waters of Greece.


Sheri has spent her entire wealth management career serving HeimLantz. She was just 19 years old when she started at the firm and has since developed from an eager young professional into a reliable and trustworthy leader and advisor. Sheri credits her career success to the incredible support that she received along the way from her HeimLantz team members, her parents, and her husband.

In 2006, Sheri joined HeimLantz as an intern and later became a Wealth Management Assistant. As she grew within the firm, Sheri learned the importance of financial education and felt a strong desire to help others understand their finances and find financial success. In 2014, Sheri became a Wealth Management Advisor within the Wealth Management Department, and in 2021 she was promoted to Director of Wealth Management. Sheri specializes in comprehensive financial planning for individuals and business owners. She helps her clients achieve their financial goals, obtain financial independence, and maintain it through all phases of their lives.

Raised in Bowie, Maryland, Sheri currently lives in West River with her husband, Tobin, their two daughters, Ali and Emma, and their rescue dog, Fin. Sheri loves West River because it offers the option to choose between a vacation at the lake or the beach. She loves anything to do with water—boating, swimming, kayaking, and more. When she has the opportunity to travel, her favorite destination is Deep Creek Lake to visit family.



University of Maryland, Robert H. Smith School of Business

  • Bachelor of Science in Finance


  • Certified Private Wealth Advisor®
  • Certified Divorce Financial Analyst®


  • Maryland Association of Certified Public Accountants (MACPA)
    • Investment Committee

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