Sheraya Sims

Although financial decisions impact almost every aspect of our lives, addressing those decisions can be stressful and can demand significant time and attention. The sea of financial information available out there can also make planning feel overwhelming, almost like a full-time job in itself.

That’s where I come in. I’ve been immersed in the financial world with Meridian for nearly 20 years and the aspect I enjoy most is learning how Members prefer to manage their money. We’ll talk about goals and preferences and how build a plan around them. I focus on simplifying concepts and information, providing deeper details as the situation demands. Along the way, I’ll recommend opportunities to optimize progress and increase tax efficiency.

I'm here to be your dedicated Financial Planner, guiding you through the many ups and downs along the journey.

In my personal time, a long walk with my husband is an important part of every evening. We also enjoy playing and continue to expand our collection of strategic board games. I’m always happy to curl up with a cup of tea and a good book.

Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.