Sheri L. Kendall, CFP®, CPA

Sheri L. Kendall, CFP®, CPA

Executive Director

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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

Sheri served as a Manager in Ernst & Young’s Personal Financial Services group. Sheri is the Director of Tax Compliance Services for Column and serves on Column’s Management Committee. Sheri is a member of St. Simon Catholic Church, volunteers her time at The Humane Society and St. Vincent DePaul and is actively involved with her daughter’s school and sports activities.