Sherrill Klaver

Sherrill Klaver is an experienced financial services professional currently serving as a Senior Client Service Associate at Coldstream Wealth Management since March 2024, after a brief tenure as a Client Services Associate at Cornerstone Financial Advisors. Prior to this, Sherrill held the position of Senior Client Service Associate at Coldstream Wealth Management for over eleven years, demonstrating expertise in client onboarding, operational procedures, and technology implementation to enhance client experience. Sherrill's background also includes roles as a Client Service Administrator and Quality Analyst, showcasing a strong commitment to client service and process improvement. Currently pursuing a Financial Paraplanner Qualified Professional certification at the College for Financial Planning, Sherrill holds a high school diploma from Grand Prairie High School.