Sherry is a director with Baker Tilly’s private wealth practice. She has more than 20 years of experience working with high-net-worth individuals, families with multigenerational wealth, and family offices. She works across Baker Tilly’s varied services offerings to develop forward-thinking, custom solutions for every client.
- Provides year-round services for individuals and family groups, tracking what needs to be done and when
- Advises clients on investment partnership transactions including transfers of interests and estate planning
- Provides trust, gift and estate services including trust planning, lifetime transfer planning and wealth transfer analysis
- Helps clients set up and manage private foundations from a tax perspective
- Works with family offices to save clients time and stress
- Connects clients with other professionals across the firm who can help protect and enhance our clients’ values
- Works between family groups to provide integrated yet confidential compliance and planning services
- American Institute of Certified Public Accountants (AICPA)
- Washington Society of Certified Public Accountants (WSCPA)
- Book-It Repertory Theatre, board of directors, treasurer