Sheryl joined the Continuum Consulting Group team in April 2015. As a planner assistant, she plays an integral role in the daily functioning of our office. She brings her organizational skills and attention to detail to her role by assisting our financial planners with client service, research, analysis, liaison with carriers, deadlines and meeting compliance requirements.
Before joining the Continuum team, she worked 12 years in the financial planning industry as an underwriting manager for Spectrum Financial Network. She received her Associate Degree in Business from Irvine Valley College. She is married and has three children. In her free time, she enjoys spending time with her family, hiking and going to the beach.