Sherry McKinney (CFP®, CPA, MBA)

Sherry McKinney focuses in the
following client markets or areas of practice:

  • Divorce Planning
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning
  • Women's Financial Planning Issues

Planning Specialties

With over 25 years of taxation and financial planning experience, Sherry has a broad range of experience and knowledge that she can leverage with clients.  She specializes in assisting clients with planning around life transitions, such as retirement or the loss of a spouse.  Sherry especially enjoys helping clients understand their financial life in terms that are easy to comprehend, and providing advice that is not only beneficial but offers them some peace of mind about the future.  Sherry is a frequent presenter in our Financial Focus for Women segment and speaks on a range of topics from Retirement Living to How to Get Your Records Organized.

Additional Information

Hobbies: Sherry enjoys traveling and spending time with her family.  

Volunteer Activities: Sherry serves on the Women's Professional Forum Foundation Board and the UNC-G Board of Visitors.  For 9 years, she served in many roles at The Presbyterian Homes ranging from the Board of Governors to chairing the Finance Committee.

Member of: AICPA, FPA, NCACPA, and the Society of Financial Service Professionals

NAPFA Start Date

January 21, 2011


This Office

324 W Wendover Ave Ste 204 Greensboro, NC 27408-8438 Phone: (800) 881-7374 Fax: (336) 230-2160