Jennifer C. Sherman . CFP
Director of Trust Services & Planning
A CERTIFIED FINANCIAL PLANNERTM (CFP®) and certified paralegal for more than 20 years, Jennifer applies her professional experience to working closely with and advising her clients and beneficiaries of all types of trusts.
Experience
Jennifer served as a Vice President for MidFirst Bank–formerly known as Steele Street Bank & Trust–where she administered trusts and estates for 12 years. Previously, she worked as a portfolio manager at Colorado State Bank & Trust. Jennifer earned her Bachelor of Arts degree from the University of Colorado Boulder. After finishing the Colorado Business Committee for the Arts’ Leadership Arts program, Jennifer served on the Board of Trustees for Colorado Ballet and volunteered as a docent at the Denver Zoo.
Outside Interests
Jennifer loves reading, visiting museums, running, and nature travel. She lives in downtown Denver with her husband and corgi mix.
You'd Never Guess
Jennifer has been charged by a mountain gorilla, snorkeled with sea turtles, gone birding in Costa Rica, and run through the rainforest of Belize.