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Sheri Baker

Partner, Chief Financial Officer at July Business Services

Sheri Baker has been working in the financial services industry since 1999. Sheri began their career as the CPA, PFS, APM President at Summit Benefit Solutions, Inc. In 2019, they became a Partner and Chief Financial Officer at July Business Services, which merged with Summit Benefit Solutions, Inc. In their role at July Business Services, they help to design and implement successful retirement plan strategies for financial advisors and their clients.

Sheri Baker attended Davis and Elkins College from 1985 to 1988, where they earned a Bachelor of Science in Accounting/Finance and Marketing.

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Timeline

  • Partner, Chief Financial Officer

    April, 1999 - present