Sherri Davis, Client Service Manager, started in the financial services industry in 2003 as an Accountant after graduating top of her class at a technical business trade school.
Sherri was hired on her first job interview by Judy Akin, a local accountant and IRS Enrolled Agent. She went on to grow professionally and become the office manager during her 14 years of service with the Judy Akin Tax and Accounting company.
Sherri joined Partners In Planning Financial Services in January, 2018, after Judy Akin retired. She is the Client Service Manager/Registered Assistant for the growing practice.
Sherri provides impeccable client service and understands the importance of a client’s experience & relationship with their financial advisor. She takes an active role in assisting clients by promoting open communication.
Sherri is member of NW Oklahoma City Rotary club where she is currently serving a second year as secretary.