Ball State University
College for Financial Planning’s CFP® Educational Program
Certified Public Accountant
Certified Financial Planner™ Professional
1995-1998 – Swartz, Retson & Co.
1998-2005 – Ernst & Young
Executive Director – Since 2005
Crown Point, Indiana
Easterseals Crossroads – Board of Directors and Finance Committee Member
Ball State University Foundation - Board of Directors and Investment Committee Co-Chairman
Financial Planning Association (FPA) of Greater Indiana
Estate Planning Council of Indianapolis
Sheri assisted with the formation of Column in 2005 after serving within Ernst & Young’s Personal Financial Services group. She is the Director of Tax Compliance Services for Column and also serves on Column’s Management Committee and Investment Management Committee. Sheri is a member of Holy Spirit Catholic Church and volunteers her time at The Humane Society.