CPA, PFS, APM - CFO
Sheri is one of the founders of Summit and serves as the CFO for Summit and JULY. Her credentials including: CPA, PFS, and APM represent a unique blend of expertise and hard work that continues to support the foundation of Summit’s mission. Sheri earned a Bachelor of Science in Accounting/Finance and Marketing from Davis and Elkins College.
Outside of the office, Sheri serves on the Mid Atlantic Trust Company Advisory Board. She is also a member of Therapy Dogs International through which she and her Spanish Water Dog, Nina Baker volunteer.
While not in the office, you will find Sheri boating, skiing, or attending concerts with husband Chip, and enjoying time with family and friends. Sheri resides in Lucas, Ohio with her husband Chip, their son Jerimiah, and faithful dog, Nina Baker.