About Sherri Chaney
Sherri Chaney brings over 30 years of expertise in the banking and trust industry. As a Certified Trust and Financial Advisor (CTFA) and a Certified Securities Operations Professional (CSOP), Sherri is highly qualified to guide clients through the complexities of trust management and financial planning. She is also licensed with Series 7 and 63 through FINRA and Life and Health Insurance licensed in the state of Indiana.
Sherri’s extensive knowledge and experience were instrumental in the founding of Appleseed Wealth Management. In previous roles, she was a key part in establishing two trust departments. Her experience spans a wide range of responsibilities, from capital changes and securities processing to managing trusts, estates, agencies, and qualified retirement plans.
A graduate of Purdue University and Cannon Trust School, Sherri is committed to ongoing professional development. She continually completes continuing education courses to stay up to date in areas such as securities operations, fiduciary and trust activities, financial planning, tax law, investment management, and ethics.
In addition to her professional accomplishments, Sherri is actively involved in her community. She serves on several charitable boards and committees, including those of Fort Wayne Estate Planning Council and Creative Women of the World.
|