Sheri Conklin

Certified Financial Planner Professional

Tax Specialist

Certified Credit Counselor

Masters of Business Administration

I have over 20 years' experience in accounting, personal income taxes and financial planning for both start-up and Fortune 500 companies. I was District Coordinator for the AARP tax-aid program, and I worked for the Transition Assistance program at West Point, helping service members transition out of the military to a civilian career.

I'm passionate about helping people create a financial strategy for living a balanced life and achieving their dreams. I'm from New York and love California weather. I love the outdoors, hiking and skiing.