People Moves

HeimLantz promotes Sheri Mergenthaler to wealth management director

In the new role, she will be tasked with strategically leading the group’s wealth management division and team

HeimLantz CPAs and Advisors has announced the promotion of Sheri Mergenthaler to director of wealth management at the firm.

In the new role, Mergenthaler will be tasked with strategically leading the group’s wealth management division and team.

Moreover, she will now have an involvement in creating tighter relationships for HeimLantz’s clients between its wealth management and CPA services.

Mergenthaler joined the group as a wealth management assistant in 2006, firstly working at the group for several years and obtaining her degree.

Following this, she was promoted to client relationship manager and then wealth management advisor.

Mergenthaler said: “I am very excited for the opportunity to be the director of wealth management at HeimLantz.

“Helping our clients obtain financial independence has always been my number one goal. I look forward to continuing to do that and to helping grow our wealth management team in the process.”

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