The ability to impact lives has always been my goal. I strive to serve clients in an unbiased fashion with the support of a strong team of home-office professionals. I focus on helping a select group of entrepreneurs and families develop and implement comprehensive financial strategies.
I received my undergraduate degree from the University of North Texas in Denton in business administration. I hold my Life Accident and Health Insurance Agent License, FINRA 7 and 66 registrations, as well as the CFP® certification.
My branch office administrator, Robin Townsend, has 12 years of experience and is dedicated to providing you with the highest level of service possible.
Outside of the office, I am active shuttling our kids to various sporting interests. I am also a long-time member of the Metrocrest Chamber of Commerce. I have served on the chamber's board various times and as multiple terms as the chairman. I grew up in Carrollton, TX and attended Newman Smith High School. I currently reside in the north Dallas area with my spouse and two sons.
During our initial visit, I will ask several questions and it is important that I listen to the answers and clarify them so that I can truly understand my clients' needs and goals. I then get to know their risk tolerance and experience level to truly understand the best strategies to meet their needs. When we work together, we partner throughout your life to keep you on track.
After being in the financial services industry for over 21 years, I have found that my clients really appreciate the time that I take to educate them on the strategies and investments we will be using, which in turn, helps them feel more comfortable when making decisions.
- Wealth Strategies
- Retirement Income Strategies
- Portfolio Reviews
- Retirement Savings Strategies
- Charitable Giving
- Estate & Legacy Strategies
My Personal Interests
- Spending Time with Family
- Community Outreach
Phone NumberSheryl L Giles at (972) 231-8222
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