Sheri DeloshFinancial Paraplanner Qualified Professional™
Sheri DeLosh has been a Registered Client Service Associate with Allen & Company since 2009 in our Winter Haven office. She has 25 years’ experience in the insurance and financial services industries.
She holds a Series 7 license, Life & Variable annuity license and most recently completed the rigorous coursework for her Registered Paraplanner℠ designation. This highly sought after designation exhibits competence in the most important areas of financial planning, including; Estate planning, Tax Reduction Strategies, Retirement Planning, Long Term Investment Planning and Cash flow Analysis.
Sheri serves as the client contact manager for the Greenhow-Steedley Team’s clients in the supervision of the team’s transactions and processes. Additionally, she assists the teams’ clients with reviewing and analyzing their life insurance and long term care needs, as well as scheduling quarterly/annual meetings for account reviews.
Sheri was selected as a participant in the Lake Wales Leadership class 20, and later graduated from the program. Sheri has been married for 28 years and has 2 children and 2 beautiful grandchildren.