Sheri Delosh
Financial Paraplanner Qualified Professional™
Registered Client Service Associate
Sheri DeLosh has been a Registered Client Service Associate with Allen & Company since 2009 in our Winter Haven office. She has 30+ years of experience in the insurance and financial services industries.
Most recently Sheri completed the rigorous coursework for her Financial Paraplanner Qualified Professional™ 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-Mason 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 over 28 years and has 2 children and 2 beautiful grandchildren.
Sheri DeLosh is registered and holds her series 7 with LPL Financial. She also holds her life and variable annuity insurance licenses.
