Client service coordinator assisting the retirement financial advisory team at Vertical Wealth

Sheri Dermangian

Client Service Coordinator

Focus

Sheri heads up back-office operations for multiple advisors and supports existing clients as needed.

Holding associate degrees in accounting and business management, Sheri comes to Vertical Wealth with over 26 years of experience in the finance industry. Most recently, she worked as a Registered Investment Advisor, where she held a position as Director of Client Relations. There, she served as the primary contact for Investment Advisor Representatives, assisting with the training of their staff and providing tools to better serve their clients.

Outside the Office

Sheri resides in Bradenton, FL, and enjoys walking her dogs, Tucker and Cooper, swimming, cooking, and spending time with her husband Steve, her family, and her friends.

Clear Path. Confident Retirement.

It starts with a focused conversation about your retirement goals—and a plan to help you reach them with clarity and confidence.