As part of your Edward Jones team, we believe it's important to invest our time to understand what's most important to you before you invest your money. Using our tools, we can help you create a strategy to work toward the retirement you desire and continue to help you stay on track during retirement. We can help you plan to transfer your wealth or leave a legacy with tax efficient strategies. We can help those most important to you by exploring education funding for your children or grandchildren. If you are looking to protect these goals against the unexpected, we can help with that too. We use an established process to guide you through each of these goals and help you stay on track to reach them. Working closely with you, your CPA, attorney and other professionals, we can help determine the most appropriate financial strategy for you.
I joined Edward Jones as a financial advisor in 2006 and became a limited partner in 2010. I have served in several leadership roles with the firm. I hold an AAMS® designation as well as securities registrations and insurance licenses in multiple states. I've guided clients through several market cycles over the years and thoroughly enjoy the relationships that have developed over time.
My husband is a veteran and we have two children and two grandchildren. We support many areas of service in the community. I've been president of two Rotary Clubs and supported our local Liberty House and veteran's organizations. I enjoy travelling, cooking, art and spending time with my family.
We provide highly personalized and confidential service. All aspects of our business are aligned to help us better understand what's most important to you and your family. We look forward to being your financial partners.
Phone NumberSheryl D Resner at (503) 304-8641
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More