Sherri Prim
Sherri Prim, CFP*

*Certified Financial Planner (CFP®)
Wealth Manager
Investment Advisor Representative
Joined the Firm in 2002
SherriP@wealthfirm.info

EDUCATION
· College for Financial Planning
· University of Nebraska-Lincoln - Bachelor of Arts in Communication Studies with emphasis in Public Relations and Marketing
· Northeast Community College

COMMUNITY INVOLVEMENT
· Norfolk Rotary Club – President (2017-2018)
· Norfolk Rotary Club - Treasurer (2013-2017)
· Norfolk Rotary Club - Secretary (2012~2013)
· Sacred Heart Home and School Association - Co-Coordinator (2009~2011)


AREAS OF SPECIALIZATION
· Personal Financial Planning
· Wealth Management
· Retirement Planning
· Investment Advisor Services

FIRST JOB
· Babysitting

FAVORITE MOVIE
· All the Indiana Jones movies