Sherri Bliss
Director of Operations @Keen Wealth Advisors
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WORK HISTORY
Director of Operations @Keen Wealth Advisors
Overland Park, KS, US
Client Experience & Practice Management Champion Financial Planner Success AdvocateContinuous learning aimed at improving the firm
EDUCATION
University of Denver
Coursework toward Ph.D., Research Methods and Statistics
University of Washington
M.S., Applied Mathematics
Colorado State University
B.S., Mathematics
SKILLS
ABOUT SHERRI BLISS
As the Director of Operations at Keen Wealth Advisors, I support our team’s growth and strategic direction. Coming from a statistical and teaching background, I earned my CFP® certification because I have a passion for presenting complex financial and planning topics in an approachable manner. Outside of work, I’m usually with my husband, our little one, and our Sheltie, Rose. I’m also an avid tennis fan, and hope to see all four Grand Slams someday!
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