Sherri L. Gilligan, RICP®, CRPC®
Associate Wealth Manager - Director of Financial Planning & Insurance
Sherri Gilligan is a U.S. Navy veteran and an investment adviser representative with 20+ years of experience in the financial services industry. Sherri has a passion for financial planning and loves helping people achieve their financial goals and plan for their best retirement.
Sherri has the Retirement Income Certified Professional (RICP®) designation from The American College, the Chartered Retirement Planning Counselor™ (CRPC™) designation from The College for Financial Planning, and a Colorado Life and Health insurance license.
During her free time, Sherri enjoys a jog around the neighborhood, trying new restaurants, and spending time with family and friends. She loves to visit her son and daughter-in-law in Orlando and experience the latest Harry Potter rides at Universal Studios.
For all scheduling, financial planning and insurance-related questions and services, please give Sherri a call.