Client Services Account Specialist
Sheridan is a recent transplant to Seattle from Eastern Washington. Her professional background includes counseling and customer service. She is passionate about empowering clients to achieve their goals and providing them with peace of mind.
Sheridan is a proud Coug and a graduate of Washington State University. She majored in psychology and criminal justice.
In her free time, Sheridan can be found adding to her plant collection, watching sports (particularly the WSU Cougars and the Vancouver Canucks), or exploring new coffee shops. She also enjoys reading or watching anything related to true crime.
What is a Client Services Account Specialist?
Your first point of contact
When you visit or call our office, you'll speak with one of us. We pride ourselves on providing warm, professional, and quality service every time you walk in our doors or one of your calls lights up our phone.
Your financial liaison
We coordinate between you, the custodian, and your Wealth Advisor. We help execute everything you discuss with your advisor, collaborating with them daily to tackle the objectives for managing your assets.
Your account expert
We can assist with all of your account maintenance needs. Whether you need a quick money transfer, confirmation of a recent trade, or are wading through 401(k) rollover paperwork, we can help!