About our Firm

Here’s our story. We look forward to hearing yours.

Sheri Adelson Office Manager/Executive Administrative Assistant

Phone: 847.268.3670 x.100

Sheri Adelson started at Personal Financial Strategies, Inc. October 2011 as an Administrative Assistant to the President, Vice President and Office Manager. Sheri takes on many roles as an experienced hard working administrative professional with a diversified background. She has strong computer, organizational, customer service and communication skills. These are all qualities which Sheri takes pride in. Sheri understands the ability to meet deadlines and the importance to complete projects on time or ahead of schedule. She prides herself as a quick learner, dedicated to her employer and is an excellent team player.

To sum it up: “The most important quality for success in this job is discretion and attention to detail because you are dealing with people’s finances”.

Schedule a Meeting

To schedule a time to discuss your financial future and the possible role of investments and insurance in your financial strategy, contact us at lgoldstein@pfswm.com or call us at 847.268.3670 today!