Team

At LPL Financial, we have the resources to build customized strategies for each financial objective you may have.  The intellectual capital at your disposal adds a broad perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • How do I prepare for health care costs in retirement? 
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 
Originally from Connecticut, Sheri began working in the financial services industry in 1989 in the world headquarter office of Merrill Lynch in the World Financial Center in Manhattan. She left Wall Street in 1995 and moved to Northern...

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