Operations Assistant
Sherrie joined Phillips Financial in 2017. She brings with her over 30 years of combined experience in customer service, HR, and administrative assistance. Sherrie supports our Financial Planners by managing the administrative processes, new accounts set-up, and tracking of investment fund transfers and has made a firm commitment to providing exceptional client service for our clients.
A personal family connection led Sherrie to spend many years volunteering with the Fort Wayne Muscular Dystrophy Association.
Sherrie and her husband, Don live in Fort Wayne and have two sons, Chad and Sean. She enjoys spending time with family and friends and staying active by jogging, bicycling, and playing golf.