Sherri Over

About Sherri Over

I know what it’s like to suffer devastating blows to my retirement savings, and that experience became a catalyst for me to help others protect their financial futures. Everything I had worked for my whole life was gone. My inheritance, my home, my children’s college funds—my world was turned upside down in every imaginable way.It’s said experience is the best teacher, but there are some lessons no one should have to learn. After this personal financial crisis, I realized the importance of comprehensive planning and dedicated myself to helping others protect their finances for themselves and their loved ones.Before becoming a financial planner, I spent years as an entrepreneur, establishing more than 10 businesses and managing all aspects of their finances. Those experiences gave me the knowledge and perspective to guide clients toward confident, secure retirement planning.I founded The Athena Team to provide strategies for safe-money growth, lifetime income, tax-efficient planning, and insurance and legacy protection. My goal is to take the worry out of planning and give clients peace of mind, knowing their assets and legacy are protected with loyalty, expertise, and dedication.I specialize in financial protection and distribution, taking a holistic approach to retirement planning. I serve as a tenacious advocate, solutions provider, and champion for my clients, working alongside strategic partners to empower them.When I’m not helping clients, I enjoy spending time with my three children and grandchildren, as well as warm weather, the beach, and scuba diving.DISCLOSUREInvestment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser.

Experience

1. Financial Services Professional

   The Athena Team

   Jan 2016 — Present

   Sherri is a financial professional who goes beyond the conventional role of advisor, positioning herself as a tenacious advocate, solutions provider and change champion for her clients. She specializes in financial protection and distribution, takes a holistic approach to retirement planning and is aligned with strategic partners who help further empower clients.

Education

• Harford Community College

  Associates of Arts , Business Administration and Management, General

• Christian Leadership Alliance

  Certificate, Non Profit Leadership

  2016 — 2017

• University of Baltimore Merrick School of Business

  Entrepreneurship/Entrepreneurial Studies