Client Service Specialist
Sheryl Jakel is the Client Service Specialist for Sound Financial Planning, Inc. (SFP) where she provides a welcoming atmosphere for all clients. She is the friendly voice that answers the phone and she assists in servicing client’s non-investment related needs, which includes handling client accounts and customer service, as well as office administration. She enjoys interacting with clients and does all she can to make them feel comfortable and cared for.
Sheryl has her Bachelor of Science in Psychology from the University of Maryland University College and her Master of Human Relations from the University of Oklahoma. Her past work experience in Higher Education has given her the ability to provide top level customer service and excellent organizational skills.
She currently lives on Camano Island, Washington with her husband and two sons. In their free time, they enjoy traveling to warm locations where they like to go fishing, hiking, and snorkeling.