Sherise learned about financial advising during a summer internship while in college.  Upon graduating from the University of Michigan Ann Arbor, she sought out opportunities in financial services.  She has been in the financial industry for over 16 years.  She has diverse financial service experiences which include bank management, personal and business financial advising, and employer sponsored plans.

 In 2016, she joined Gateway Financial Partners as in Independent Financial Advisor.  Her goal is to help clients map out some of their most common goals; setting aside an emergency fund, determining their life insurance needs, maximizing their retirement saving plan, selecting investment mixes, saving for college, or financial independence.  Her clients vary from saving beginners, to mid-career professionals, to those transitioning into retirement.  Sherise is currently working towards the designation of Certified Financial Planner.  She believes that a financial plan should be simple and should provide clients a clear understanding of their priorities.  A solid financial plan is the vehicle that helps drive clients to their goals and dreams.

Sherise is an 8th generation Michigan native.  She lives in Metro Detroit with her son and daughter.  She is a member of the Financial Planning Association and The University of Michigan Greater Detroit Chapter of the Alumni Association. 

Licenses and Designations

  • FINRA Series 7
  • FINRA Series 63 
  • FINRA Series 65

Contact Information

Gateway Financial Partners
3913 Jackson Rd
Ann Arbor, MI 48103

860.652.4360 Ext 896
Fax: 860.652.3163