Sheri Ronan is a financial advisor for the Sports and Entertainment Division of Blue Trust.
Sheri analyzes clients’ overall financial condition and develops customized recommendations designed to help them realize their financial and life goals. The Sports and Entertainment Division of Blue Trust employs a customized service model geared to the unique needs of the athlete in their specific sport. Services include coordination of tax and legal counsel, bill paying, cash flow management, financial and estate planning, trust services, and philanthropic strategies. Blue Trust serves over 100 active and retired players and coaches across the MLB, NFL, NBA, PGA, NASCAR, and the NCAA.
Prior to joining the company, Sheri worked as an auditor for both the City of Mesa and the State of Arizona where she was responsible for sales tax auditing. Before that, Sheri served as a construction accountant for Beecroft LLC.
Sheri earned her BS in business administration from the University of Phoenix where she graduated valedictorian of her class. Later, she received her Certificate in Accountancy from Arizona State University. Sheri is also a Certified Wealth Strategist® (CWS®).
Active in her community, Sheri attends her local church where she is involved in the women’s ministry and volunteers in the student and children’s ministry. She also oversees volunteers for the church’s café ministry.
Sheri and her husband, John, have two daughters and live in Chandler, Arizona.
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Perry Daniels
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Perry Daniels2024-12-02 08:13:382024-12-02 08:13:38“Wisdom for Wealth. For Life.” Episode 40: Seasons of Marriage & Money: Adult Children, Grandkids, and In-Laws
