Sheri Benjamin, ChFC, CLU

Wealth Manager


Knowledge is power. It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future.

As a financial professional, Sheri is committed to helping people just like you create strategies for their retirement assets. Once she understands your risk tolerance, time horizon and goals, she will work diligently to develop a program that carefully balances investment strategies with the goal of preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. Sheri works closely with her clients to evaluate those opportunities and get in position to reap those rewards. She is passionate about helping people build a solid financial foundation for the future.

Please check out all the material on her website. If something prompts a question, please send a quick email or call her office. Sheri would enjoy learning more about your goals and dreams.