Sheri was inspired by her own family’s legacy, and by the clients she met while working as a paralegal at a Southern California estate planning law firm. Meeting with hundreds of clients, Sheri had the opportunity to hear incredible stories about money, wealth, family and faith. She quickly learned that there was more to excellent estate planning than legal documents and financial investments. She discovered that inheriting wealth without learning the history and values that created it can often be more of a curse than a blessing.
As the founder and owner of More Than Words, Inc., an independent LifeSAGEr® and Legacy Coach, Sheri assists individuals, families, communities, churches and nonprofits in getting to the “heart of the matter." Her classes and individual coaching encourage people of all ages and from all walks of life to define and share the things that matter most.
In addition to her previous work in estate planning, Sheri served as the USA Administrative Director for an international nonprofit organization and as an Account Executive in the litigation support field. She has also strategized with churches in the area of generosity and legacy planning. Sheri is certified in several methods of personal history interviewing, is a trained trauma intervention counselor and a member of the Association of Personal Historians.
Sheri and her husband, Gene, live in Southern California. They have four sons, one daughter, 10 grandchildren, and a pretty amazing Golden Retriever.