As Vice President of Client Experience, Shierly’s main responsibility is to manage the communication and service between The Sheeter Group’s clients and the insurance and investment partners that are used within plans.
Shierly has 15+ years of experience in the financial industry providing her with extensive background to support her current role. Having worked in the industry, Shierly has a vast understanding of how the communication chain works when it comes to insurance, annuity and underwriting. Her attention to detail and deadline-conscious mindset impacts the success of The Sheeter Group and its clients.
She is an adventurous traveler and foodie. She resides in Gaithersburg, MD with her husband Sugi, two beagles, Snoopy & Spock, and a turtle, Sammy.
Shierly is FINRA securities registered with a series 6, 65, 7, 26, 24 and holds life & health license.