Jennifer C. Sherman . CFP®
Director, 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. Currently, Jennifer is on the steering committee of the Women Leaders of Denver, and is a member of the Rocky Mountain Estate Planning Council and the Denver Estate Planning Council.
- Outside Interests: Jennifer loves reading, visiting museums, running, and nature travel. She lives in downtown Denver with her husband and corgi mix.
- Something 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.