Vertical Wealth Management
Sheri Dermangian, client service coordinator at Vertical Wealth Management

Sheri Dermangian

Client Service Coordinator

Vertical Wealth Management

Get In Touch

Focus

Sheri heads up back-office operations for multiple advisors and supports existing clients as needed.

Holding associate degrees in accounting and business management, Sheri comes to Vertical Wealth with over 26 years of experience in the finance industry. Most recently, she worked as an Investment Advisor, where she held a position as Director of Client Relations. There, she served as the primary contact for Investment Advisor Representatives, assisting with the training of their staff and providing tools to better serve their clients.

Outside the Office

Sheri resides in Bradenton, FL, and enjoys walking her dogs, Tucker and Cooper, swimming, cooking, and spending time with her husband Steve, her family, and her friends.

The Rest of the Team

Mark Shelby, CEO and wealth advisor at Vertical Wealth ManagementMark ShelbyCEO & Wealth AdvisorCarole Fetterman, client service coordinator at Vertical Wealth ManagementCarole FettermanClient Service Coordinator

Prefer to call? (757) 490-7833 — you’ll get a person.

See If We're a Fit

Turn “We’ll Figure It Out” Into “Here’s The Plan.”

With Vertical Wealth Management, you’ll talk about retirement like you’ve been preparing for it for years—because you have. Schedule a 15-minute introductory call to learn how our fiduciary team can help align your wealth with your retirement goals.

See If We're a Fit

No calendar link. No automated sequence. A real conversation or nothing.