Sheri Johnson Financial Advisor. Form ADV Part 2B

Sheri began her career in 1986 with Dean Witter Reynolds and continued building her client relationships as she transitioned into management with A.G. Edwards and later UBS -- all the while maintaining her commitment to her clients and their financial goals. Shifting away from the product-driven approach common to larger firms, Sheri previously joined Raymond James Independent Advisors Division and launched Wealth Strategies, Inc. in 2003 to offer a more service-driven approach consistent with Sheri’s values.

Through listening and patience, Sheri works with her clients to identify what matters most in each individual life -- becoming the basis for defining her client’s goals and understanding their risk tolerance. From this point, she creates a solid plan to implement and manage. In 2023, Sheri joined The Salvetti Group.

Sheri conducts an annual in-depth review and assessment for every client to stay abreast of the inevitable shifts in client needs and priorities, as well as the ever-changing investment markets. Sheri’s personal touch and thoughtful disciplined commitment help to keep her client’s financial goals on track.

As diverse as her clientele, Sheri enjoys a large spectrum of activities in her personal life. Quality time with family is a priority for both she and her husband, Steve. They also enjoy skiing, fine dining, new wine discoveries, horseback riding and tending their animal friends on their 40-acre ranch in California’s Gold Country.