Sheri began her wealth management career at HeimLantz at just 19 years old and has grown into a trusted advisor and respected leader within the firm. She attributes her professional success to the unwavering support of her HeimLantz colleagues, her parents, and her husband, all of whom encouraged her journey from eager intern to accomplished director. Sheri joined HeimLantz in 2006 as an intern and quickly moved into the role of Wealth Management Assistant. Her passion for financial education and desire to make a meaningful difference in clients’ lives led her to become a Wealth Manager in 2014. In 2021, she was promoted to Director of Wealth Management, where she leads with a client-focused, values-driven approach. Sheri specializes in comprehensive financial planning for individuals and business owners, guiding her clients through every stage of their financial journey. She is known for helping clients pursue and maintain financial independence through personalized strategies that align with their goals and lifestyles. Sheri is passionate about empowering others through financial education and delivering advice that creates lasting impact. Raised in Bowie, Maryland, she now resides in West River with her husband, Tobin, their two daughters, Ali and Emma, and their rescue dog, Fin. She loves being near the water and enjoys boating, swimming, and kayaking. When she travels, her favorite destination is Deep Creek Lake, where she enjoys spending time with family. Sheri earned her Bachelor of Science in Finance from the University of Maryland’s Robert H. Smith School of Business in 2011.