Background

With over ten years of project and client management experience under her belt, Sheila followed a new passion to learn more about the financial services industry and help clients obtain financial peace of mind. She brings her team-player attitude, along with her sense of humor, to help our clients have the ultimate experience.
During her free time, Sheila enjoys traveling with her family and friends. Sheila’s husband, Jason, works in the tech industry and they have two children, Ellie and Cooper.