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.
Outside the office, Sherri loves tennis and hiking and spending time with her husband and son. Sherri is also a Sheltie fanatic. She has one beautiful sable & white female Sheltie dog that serves as a very playful, but gentle big sister to her son.
It is of the utmost importance to Sherri to be a positive contributor to her community. She is a proud Parker Area Chamber of Commerce member, having served on the Board of Directors for 3 years in the past.
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