SHERIDAN'S ACCOMPLISHED HOLISTIC FINANCIAL PLANNING TEAM

Frank Boley, CFA, CFP®, CIMA®, Senior Vice President, Financial Advisor, Portfolio Manager, Branch Manager; Jamie Williams, FPQP®, Supervisory Branch Operations Manager, Senior Registered Financial Planning Associate, Paige Cox, Client Associate; Heidi Zajic Eckland, Financial Advisor,  Portfolio Manager; Connor Jorgenson, Client Associate