Sherrill Klaver, FPQP™

As a Senior Client Service Associate, Sherrill aids clients by providing worry free solutions to some of their daily stressors. She works closely with Wealth Management Associates and Wealth Managers to ensure the administrative aspects of a client’s comprehensive wealth plan are taken care of, processing client-directed requests and time sensitive tasks. Sherrill is detail oriented, organized, and committed to enhancing our clients’ lives.

She enjoys taking the mundane aspects of the administrative process out of our clients’ hands so that they can focus on what is most important to them. Sherrill prides herself on building trusting and honest relationships with our clients and her Coldstream teammates. Sherrill joined our team after relocating from Texas and is grateful to work for a team that has become her surrogate family here.

Financial Paraplanner Qualified Professional™ and FPQP™ are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.

THE MOST TREASURED THING I OWN

My 3 labrador retriever fur babies.

ONE PIECE OF ADVICE

Don’t be afraid to ask questions.

HOBBIES

Outside of work, I enjoy running, a good book in hand, and I’m a sucker for a binge worthy tv-show.