Sheri Creger

Sheri is as a seasoned financial professional with a passion for innovative approaches that drive long-term organizational growth and success. 

As an entrepreneur specializing in business consulting for over 15 years, Sheri has focused on operational oversight, partnership creation, and relationship management, always aiming to motivate and create inclusive environments for team and client success. She has a proven track record in running multi-unit organizations with both sales and operational responsibilities, consistently meeting and exceeding sales and profit objectives. Her leadership abilities and team management skills are complemented by strong interpersonal skills, contributing significantly to the growth and success of various organizations.

Additionally, her background in sales and business development has equipped her with the skills to identify new opportunities and establish strategic partnerships, including successful collaborations with Fortune 500 companies in the retirement space.

Sheri holds a degree in Finance from Woodbury University, further complemented by certifications such as Registered Fiduciary and CPFA® (Certified Plan Fiduciary Advisor). Her expertise is marked by a commitment to delivering exceptional results and fostering a collaborative team environment.