Education:
Ball State University
College for Financial Planning’s CFP® Educational Program
Degree
B.S. Accounting
Certification
Certified Public Accountant
Certified Financial Planner™ Professional
Series 65
Industry Experience
Since 1995
1995-1998 – Swartz, Retson & Co.
1998-2005 – Ernst & Young
Column Experience
Executive Director – Since 2005
Hometown
Crown Point, Indiana
Resides
Fishers, Indiana
Activities
Easterseals Crossroads – Board of Directors and Finance Committee Member
Ball State University Foundation - Board of Directors and Investment Committee Co-Chairman
Memberships
AICPA
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.