Director of Client Relationships
University of Minnesota
BIS (Bachelor of Individualized Studies)
Series 6 & 63
Sheri is an integral part of what makes DGI DGI. As one of the firm’s founders, Sheri helped set the tone from its beginning in 1997. That timbre has two notes: making client service the unwavering top priority and creating a company where employees want to spend their careers.
With such longevity — and many client relationships, including some that precede DGI’s founding — Sheri has a golden touch with clients. She is also the firm’s Wikipedia (except when it comes to technology). A common mantra at DGI: If you don’t know, go ask Sheri.
She never knows what each day will bring, and that’s the way she likes it. Sheri tackles a range of responsibilities, including client service, executing trades and nurturing the culture. She strives to make the workplace feel like home by recognizing co-workers’ achievements and celebrating life’s milestones.
The mother of three young adults, Sheri is eager to embark on new escapades. Yet she still enjoys her mainstays of cooking huge meals, reading fiction and spending time at her family’s cabin.
Diciplined Growth Investors
150 South Fifth Street, Suite 2550 Minneapolis, MN 55402.