Sherri Over, CF2

About Sherri Over

Sherri founded The Athena Team with the goal of providing clients with the best options and strategies for safe-money growth, lifetime income, tax-efficient retirement planning, and insurance and legacy protection. Sherri aims to take the worry out of planning while offering clients peace of mind, knowing their assets and legacy are protected with the loyalty and dedication of a warrior.
 
“I’m very much a fighter for people,” says Sherri. “The reality is, I can’t keep bad things from happening, but I can help people figure out how to protect what they have now and work toward something for the future that they can be proud of and feel good about.”
Sherri is a financial professional who goes beyond the conventional role of advisor, positioning herself as a tenacious advocate, solutions provider and change champion for her clients. She specializes in financial protection and distribution, takes a holistic approach to retirement planning and is aligned with strategic partners who help further empower clients.
When she’s not helping clients, Sherri loves spending time with her 3 children and grandchildren. She also loves warm weather, beaches and scuba diving.