SFM Client Service Team

Stack Financial Management employs two full-time professionals on our Client Service Team. Aimee Weller and Dawn Sherper are dedicated to providing the highest level of customer service and assist new and existing clients with any and all account maintenance requests.

Aimee Weller, Account Executive

Aimee Weller is dedicated to servicing all of our existing clients’ account needs and also assists new clients in establishing accounts. Due to strong growth in recent years, SFM has added dedicated Client Service Team members to ensure our priority of top-quality customer service is met at all times.

Aimee graduated from the University of North Carolina at Charlotte with a degree in Marketing. After graduation she held a position with CNN International in Atlanta, GA. Marriage took Aimee to Hawaii, where she began an eight year career in the medical billing and software industry. Her success in this position required mastery of several roles including customer service, marketing and project management – skills that she now brings to SFM.

Dawn Sherper, Account Executive

Dawn Sherper joined the SFM Client Service Team in 2008. She assists new and existing clients in opening accounts, transferring assets, and also manages all distribution requests such as Required Minimum Distributions from IRAs. Additionally, Dawn supports the Portfolio Management Team by monitoring cash levels in managed accounts. Dawn graduated from Virginia Tech with a degree in Urban Planning from their School of Architecture. She has extensive experience in Finance Operations management and worked in the software industry for nearly a decade before joining Stack Financial Management.