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Intricately involved in serving our clients, Sheila is responsible for coordinating all client service needs for the office. Her concern for our clients is evident in the pride she takes in creating an environment that is welcoming and comfortable.
Sheila joined CPC in February 1999. Since then she has earned a Financial Paraplanner Qualified Professional™ designation from the College for Financial Planning, expanding her knowledge of the financial services industry. Her administrative duties include opening client accounts, transferring funds, making distributions to clients, and solving service problems with client accounts. She also holds a Series 7 securities license. Prior to CPC, Sheila worked for Wachovia Operations Corporation for five years as a senior administrative specialist.
A native of Minneapolis, Minnesota, Sheila enjoys baking, fitness and listening to her husband’s music. She and her husband, Mike, have two daughters, Ashley and Melissa.
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