Sherry Tilson

Manager, Client Concierge & Administration (CCA)

Sherry began her financial services career in 1997 at a regional Wall Street investment firm where she acted as sales assistant. While in that role she developed a support process to leverage her producer’s time and efforts to grow revenue. In this time Sherry sat for and passed the FINRA general securities exam to become a Registered Sales Associate. In her subsequent positions working with different producer personalities helped Sherry develop the kind of thick skin and laser focus that allowed her to thrive in an ego-driven environment and still help those producers grow their businesses.

Sherry joined Dan in 2007 and has taken over nearly all of the responsibilities for concierge-level service to clients and their accounts. Simply, Sherry is the focal point of all things client account-related for clients from cash and securities movements to placing block trades for large securities transactions. She also manages Dan’s investment models, including periodic rebalancing and additions/subtractions from invested positions.

Sherry lives in Powell, Ohio and has three children. When her hectic life allows, Sherry enjoys sunbathing by the pool, camping with “her boys”, and rooting for anything Ohio State.

Contact Sherry!