SHERRI ZUHLKE
DIRECTOR OF CLIENT SERVICES AND OPERATIONS –
SHERRI ZUHLKE
MRS. ZUHLKE HAS THE CLIENT SERVICE EXPERIENCE AND ATTENTION TO DETAIL THAT YOU’RE LOOKING FOR IN A BOUTIQUE WEALTH MANAGEMENT FIRM.
Sherri is a key asset to Vital Investment Management and believes success in life and business comes from strong and meaningful relationships. Mrs. Zuhlke’s over 23-year tenure, managing client requests and managing the office, has earned her the title of Director of Client Services and Operations. There are very few tasks that she hasn’t yet encountered. Sherri has demonstrated a history of exceptional client service and daily operations administration for family-office-style wealth management firms.
Fielding client phone calls and emails is her forte. Sherri quickly tackles client requests efficiently and effectively. Whether it’s a request for a customized report, a new account opening, a money movement request, or scheduling a meeting, you’re in the best hands with Sherri. If she can’t complete the task herself, she’s quick to bring in the professionals through Vital Investment Management’s network to ensure our clients’ requests are always addressed. Sherri will go the extra mile to ensure her clients get the service they deserve.
Sherri is a Colorado Native and resides in Greeley, Colorado, with her husband of over 34 years, two children, and two dogs.
Vital Investment Management’s clients receive a higher level of service because the firm is focused on service and has the perfect team to provide it!
Zuhlke Family
Sherri’s Avocations
Include gardening, cycling, and kickboxing. In addition to her hobbies, Sherri volunteers at a local Dog Rescue shelter. She is a member of the Loveland Habitat Women’s Build Committee, giving back to her community with her time and her talent.