Sherfina Advisors

Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Team photo for Sherfina Advisors
Team photo for Sherfina Advisors

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Advisors

Advisor photo for Sarah Reznick

Sarah Reznick

CFP®, ChFC®, CRPC, CEPA®

Financial Advisor

Visit Sarah Reznick's website
Advisor photo for Chelsea Henriod

Chelsea Henriod

Financial Advisor

Visit Chelsea Henriod's website
Advisor photo for Sandra Matson

Sandra Matson

Associate Financial Advisor

Visit Sandra Matson's website


Team

Danielle Tannenbaum

Danielle Tannenbaum

Client Concierge

Stephanie Stambelos

Stephanie Stambelos

Client Concierge