Sherrill Klaver, FPQP®
Private Client Services Administrator | 206.466.6215

As a Private Client Services Administrator, Sherrill is responsible for executing day-to-day time sensitive tasks. Administration of finances and investment portfolios can be overwhelming and time consuming. She enjoys taking the mundane aspects of administrative processes out of our clients’ hands so they can focus on what is most important to them.  

Sherrill joined our team after relocating from Texas and is proud to work for a team that has become her surrogate family here. She enjoys working for a company that cares for each other and wishes nothing but success for one another. She has great appreciation for a firm that cares about its clients and employees. 


Outside of work I enjoy running, reading, and cycling. Those are my happy places.




Mercer Island