Partner | Chief Compliance and Integration Officer
Operations & Administration
Sherry's strong attention to detail and desire to help people make her uniquely suited to run the firm's compliance, accounting and human resources functions.
Sherry serves as Brightworth’s Chief Compliance Officer and Director of Operations. As CCO, her responsibilities include maintaining a strong U.S. Securities and Exchange Commission (SEC) compliance program for the firm. Sherry has developed and administered the compliance policies and procedures for Brightworth including monitoring the business practices of the firm and preparing SEC filings. In her human resources role, Sherry is responsible for recruiting, hiring and training new staff along with assisting in staff development and reviews. Sherry previously served in the roles of senior financial planner and Manager of Financial Planning at Brightworth and is a CERTIFIED FINANCIAL PLANNER™ practitioner. She has 20 years’ experience in the financial services industry, focusing in the area of SEC compliance and operations.
Sherry graduated with high honors from the Georgia Institute of Technology with a bachelors degree in management. She received her masters in business administration from Georgia State University in 1995.
Sherry and her husband, Andrew, live in Dunwoody and are members of Temple Emanu-El. She enjoys reading, volunteering, travel and spending time with her three children.