Who We Are

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

Norma "Sherri" Meyer



Sherri Meyer is a graduate of Butler University. She is co-President of Halo Retirement Advisors and an entrepreneur in the financial and real estate areas. Sherri’s financial practice involves working with people who are retired...

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Jeane Anderholm



Jeane Anderholm has a personal story related to her own finances. She was forced to make major financial and retirement decisions alone. It was her knowledge and education that has guided her through her own process. She is passionate...

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