Sheri Rhyan

Client Relationship Manager

Sheri joined Oak Ridge Financial in April 2019.

Sheri’s major focus is assisting Oak Ridge Advisors and clients in any capacity to make their experience with Oak Ridge more fulfilling, meaningful and complete. Each client has unique needs; their financial goals, solutions and on-going strategic plans are tailored to fit that individual, family or business. Sheri enjoys being a resource for clients on their everchanging financial planning journey.

Starting in the industry in 1997 at Piper Jaffray, Sheri has 22 years of experience to help her in her decision-making process. She has worked in various capacities including Financial Advisor, Compliance Consultant, Wire Operator & Client Relationship Manager. In 2015, following a career with Raymond James & Associates and Focus Financial, Sheri joined two RBC Wealth Management Correspondent Firms; JHS Capital Advisors and NBC Securities, as a Financial Associate, which led her to her current role as a Client Relationship Manager with Oak Ridge Financial.

Sheri graduated from the University of St. Thomas with a BA in Business Administration & a minor in English.

She loves spending time with friends and family. She also likes to frequent local family owned restaurants and businesses, Farmers Markets and walk her 2 Yorkies (Walter Hamilton III and Lil’ Bit). She enjoys gardening, home improvement projects and movies. She has also been active in her community, volunteering at life-changing non-profits such as Theresa Living Center, YWCA, Habitat for Humanity, and volunteer teaching finance at Hale Elementary, Anthony Middle School & South West High School where her two daughters attended. She has served on many local boards including The Center for Economic Progress, Regions Hospital (Formerly Ramsey) & Town Oaks Association. Her passion is education women & children in achieving personal and financial independence.

Phone (763) 923-2253