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Sheri Delosh

Financial Paraplanner Qualified Professional™

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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.

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 with LPL Financial.