About us

Sherry grew up in Eugene, Oregon, and started in the financial services industry in 1989 at Shearson Lehman Brothers as a receptionist. She worked with Frank at Smith Barney from 1990-1996 before moving to the operations side of the office. In 2001, Sherry was named operations manager at Smith Barney where she was responsible for directing all branch functions, including regulatory compliance, industry reporting, and handling of client complaints. She moved to Merrill Lynch in 2005 to work for a senior vice president and made the transition to Wells Fargo with the advisor in 2011, where she worked until 2013 when she joined Morgan Stanley in the Menlo Park area. In 2017, when Sherry heard about the opportunity to come back home to Eugene to work with Frank again at RBC Wealth Management, she jumped at the opportunity. Sherry has two grown sons and two grandsons, and she loves to travel and draw portraits.