Sheri Sorensen

Sheri is an experienced Financial Advisor and enjoys bringing confidence to businesses and families through sound financial guidance focused on client goals and values. Sheri received her Bachelor of Science degree in Business from the University of WI-Stout and an Associate of Applied Science from Chippewa Valley Technical College. She also studied at the American College where Sheri earned her RICP® designation. Sheri holds her Series 6, 7, 63 & 66 through LPL Financial, life, accident, and health insurance licenses.

Sheri is married and has 3 children. She lives on a family-owned beef farm and to re-charge, likes spending time in the outdoors, traveling, visiting national parks, hiking, spending time on a lake or beach and scrapbooking.

“I believe the secret to a fulfilling life is to be grateful for all that you have and do something every day that makes you happy.”