Sherri Bliss, CFP®, AIF®
with ERSI since 2018
Wealth Management Advisor
Sherri Bliss is a Wealth Management Advisor at ERSI to help clients understand and manage their overall financial health, and to some extent, address the emotions around investing. Navigating financial topics, both simple and complex, allow her to provide comprehensive insight in the unique situation each client faces.
“The ERSI team culture is finding the joy in working hard, with a spirit of curiosity to foster ongoing learning. We believe in having fun, but also strive for the best in customer service and internal team efficiencies. We know excellence requires an ongoing commitment to grow individually and as a team, so we are supportive of learning and trying new things together and sharing in the results – good and bad.”
At ERSI, teamwork is essential in putting the interests of each client first. Sherri believes the total team approach ensures we are focused on the success of the client, not the individual achievements. “There is nothing quite like the feeling of being able to grow and celebrate together as partners in something ‘bigger’ with my team.”
Prior to working in financial services, Sherri graduated from Colorado State University with a Bachelor’s degree in Mathematics and University of Washington for a Master’s of Science in Applied Mathematics.
Sherri is a Sheltie fanatic. This cannot be understated. She has one beautiful tri-colored female Sheltie dog which she adores. It is of the utmost importance to Sherri to be a positive contributor to her community and is a proud Rotarian and Parker Area Chamber of Commerce member.
Outside the office, Sherri loves tennis and hiking. Her goal for travel is to eventually visit every continent, but first to make it to Italy and visit the area where her mother’s family is from.
Education & Affiliations:
- University of Washington Master of Science (Applied Mathematics)
- Colorado State University Bachelor of Science (Mathematics)
- Series: 7 (General Securities) & 66 (Uniform Combined State Law)
- CFP® Professional Since: December 9, 2020
- College for Financial Planning Certificate in Financial Planning Completed: September 9, 2020