Expertise

Sherri has a three decade history of serving affluent clients in the Private Banking and Wealth Management area. Her broad knowledge of lending, payments, investments and banking allow her to deliver comprehensive financial service to families and organizations with substantial wealth.

Experience

Sherri has an extensive background with First Interstate Bank, Wells Fargo, First Independent Bank and Heritage Bank. Prior to joining Midwest Trust in 2020, she was a voting member of both Heritage Bank’s trust administrative and trust review committees. Her experience also includes work as a legal assistant and project manager. This has spanned virtually all areas of banking and financial services. Her service ethic has been honed over many years of delivering exceptional service to affluent families and institutions.

Education

Associate of Science, Blue Mountain Community College

Professional / Civic Affiliations

Project Management Professional (PMP®)

Certified Associate of Project Management (CAPM®)

Schwab Charitable Foundation, Board Secretary

YWCA Clark County, Immediate Past President

Clark County Food Bank, Planning Committees