Sherri A Mitchell, CLU®, CFP®

Wealth Management Advisor

Community Involvement

I firmly believe that being involved in the community benefits everyone.  Here is a recent list of  organizations that our team is involved in:

ALEX'S LEMONADE STAND

SECURE FUTURES (formerly Make a Difference WI)

EAST TROY REALITY STORE

HALES CORNERS LUTHERAN

FEEDING AMERICA

WISCONSIN HUMANE SOCIETY

GEMS OF HOPE

 

We'd love to support your causes too! Let us know how we can help.

 

 

Event Participation

Feeding America - office event

Nov. 16, 2017

Sending out a huge thank you to everyone who participated in our office Feeding America volunteer event! We had over 50 people on hand boxing up cereal, sorting frozen foods and stuffing bags for their upcoming 7K.  It was a great way to bring together members of our firm while giving back to our community!

The Women's Center (Waukesha): A Noteworthy Evening

Nov. 11, 2017

Loved helping my friend and colleague, Dipti Krishnan, raise money to support The Women’s  Center of Waukesha. Over 3000 women and children were served there in the past year!

 

Women for MACC: Nine, Wine & Dine

Sept. 11, 2017

Happy to enjoy some golfing with these ladies - doing what we love while helping kids!

 

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