ABOUT US

As a firm, we are committed to upholding the fiduciary standard, which is a legal standard demanding that we always act in utmost good faith in the best interest of the client. We avoid conflicts of interest to the greatest extent possible by adopting a fee-only revenue structure. That means we do not sell any financial products (e.g. life insurance, annuities, etc.) or use investment products that kick back commissions (e.g. load funds, dark pools, etc.). Each advisor is a Certified Financial Planner practitioner with over a decade of experience.

OUR VISION

  • Fiduciary: legal standard to act in the best interest of our clients
  • Fee only: No sales pitches, no commissions
  • Boutique: Direct access to your advisor, no 800-numbers

PARTNERSHIP

The advisors are second generation owners, which means we plan to still be here for a long time.

BOUTIQUE

We will never take more clients than we can competently handle, which means clients will always have access to their advisor.

APPROACH

We believe in “eating your own cooking.” All advisors are invested in the same models as our clients.

HOLISTIC & WELL-ROUNDED APPROACH TO LIFE

Each advisor is deeply involved in his/her own community, and we encourage clients to do the same. Financial well-being and societal well-being are linked. We want to see clients successful in all parts of their lives.

INNOVATIVE

Tech-forward: while we do love our spreadsheets, we also use state-of-the-art financial technologies to help ensure consistent and accurate service.

TENURED

While young, our advisors are tenured. Between the four partners, we have almost 70 years of combined experience working with clients at Sherrill & Hutchins.

 

OUR TEAM

Learn more about our individual team members below.

TED NOBLE, CFP®
SENIOR ADVISOR, CHIEF COMPLIANCE OFFICER

 

JESSICA SHERRILL CFP®
SENIOR ADVISOR, PRESIDENT

 

RICKY HUTCHINS, CFP®
SENIOR ADVISOR, VICE PRESIDENT

 

MARK SHEERIN, CFP®
SENIOR ADVISOR, CHIEF EXECUTIVE OFFICER

 

KAITLIN THEOBALD, CFP®
CHIEF COMPLIANCE OFFICER, DIRECTOR OF OPERATIONS

 

DELANEY SCHERPEREEL
CLIENT SERVICES ASSOCIATE

 

JILLIAN CHURIK
CLIENT SERVICES ASSOCIATE

 

EMILY RUMSEY
CLIENT SERVICES ASSOCIATE

 
 

CAREERS

Interested in joining our team? Please send us your resume and indicate your position of interest. All employment inquiries should be emailed to jobs@sh-advisors.com.

CONTACT US