Experience & Expertise
Sheryl has over 30 years experience as a CERTIFIED FINANCIAL PLANNER™ Professional, financial advisor, and educator, with extensive experience in comprehensive financial planning and asset management. She has taught Management and Economics courses with the Community College of Baltimore County since 1987 and serves on the faculty team for the Goldman Sachs 10,000 Small Businesses Program helping to create economic growth through the education and development of small businesses in the Baltimore region. Sheryl also leads Marshall Financial Group’s Empowering Women Through Transition and Second Saturday initiatives. As a Certified Divorce Financial Analyst®, she provides key insight and planning advice to clients experiencing the transition of divorce, often saving them both time and legal fees.
Education & Credentials
CERTIFIED FINANCIAL PLANNER™
Certified Divorce Financial Analyst®
Registered Investment Adviser Representative
Master of Science in Finance, Loyola University
B.S., University of Maryland
What Makes Marshall Financial Group Special
Our team is comprised of professionals with complementary expertise in financial planning and investment management. Each member brings different experience and proficiencies to the team. This creates an environment where we can provide the highest quality services to our clients in addition to the opportunity to grow professionally.
Why I Love What I Do
I have a passion for education and serving others and incorporate this into a holistic approach to financial planning. I find it rewarding to develop meaningful, long-term relationships with my clients so that I can help them navigate life’s changes and transitions while remaining focused on their long term goals.
Where You May Find Me When I’m Not Working
- enjoying time with my family
- working in my garden
- relaxing on the beach in Ocean City, MD
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.