Sherri L. Gilligan, RICP®, CRPC®, CLTC®
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 holds the Retirement Income Certified Professional® (RICP®) designation from The American College, the Chartered Retirement Planning Counselor™ (CRPC™) designation from The College for Financial Planning, the Certified in Long-Term Care® designation (CLTC®) and a Colorado Life and Health insurance license.
During her free time, Sherri enjoys a jog around the neighborhood, practicing yoga at the local yoga studio and trying new Denver area restaurants. 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.
