Sherrie Campbell’s expertise is in retirement planning as it relates to life planning. In addition, she works with charitably minded clients on qualified charitable distributions. She manages customized equity portfolios and designs tailored financial plans.
She has a BSEd and MEd in English Education from the University of Georgia and is a Certified Financial Planner (CFP®) Practitioner, a Registered Life Planner (RLP®) and a member of the Ed Slott Master Elite Advisor Group. She is currently the only RLP® and Master Elite in the country.
Sherrie is married to Mike, and they have two wonderful children. She lives in Watkinsville, Georgia, and enjoys waterfall hikes, watching UGA sporting events, and lots of reading. She joined the Burney Company in 1994 and is a director.
|
|
