Sherry Neeley brings a comprehensive skill set to her advisory role.  With her securities and life insurance licenses, Sherry is committed to empowering clients through financial education, helping them make informed decisions that align with their goals. Her approach is focused on education and building strong, lasting relationships.

Sherry believes that financial planning is about finding balance—living well today while planning wisely for the future. This philosophy is rooted in her background, where a deep passion for teaching and helping others led her to financial advising. She takes pride in walking clients through each step, empowering them to take small actions that lead to significant results.

Beyond her work, Sherry is dedicated to community service. She and her husband actively volunteer in their church, promote financial literacy within the community, and she advocates for parents of children with learning disabilities. She finds joy in helping others, whether through financial planning, volunteering, or simply sharing a good laugh.  

Sherry resides in New Braunfels, Texas, with her husband and children. Her love for helping others, paired with her friendly and resourceful nature, makes her a trusted advisor to all those she serves.

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