Sherri Stone

Sherri Stone, QKA, QKC, possesses extensive experience in client relationship management within the financial services industry. Stone began a career as a Plan Administrator at Milliman, Inc. from 2001 to 2007, followed by a position as Senior Plan Analyst at First National Bank & Trust until 2011. From July 2011 to July 2013, Stone served as a Senior Relationship Manager at TD Ameritrade, before transitioning to a Relationship Manager role at Mutual of Omaha, where responsibilities included maintaining client satisfaction and providing support to various stakeholders from July 2013 to July 2024. Currently, Stone is a Relationship Manager at Ascensus, focusing on client relationships and partner support, a role held since July 2024. Stone holds an Associate degree in Business Administration/Accounting from Iowa Western Community College, completed between 1999 and 2001.