Sherrie Robért VanKoevering, CLTC®

Financial Advisor

Welcome from Sherrie VanKoevering's Team

Helping Clients Live Lives Free of Financial Stress

Meet The Team 

Powered by the mantra – “Dream It, Plan It, Do It”

Our Mission- Help clients build lives free of financial stress to not only achieve personal financial wellness but to feel empowered to implement their financial plan to leave a legacy for our future generations. 



Sherrie and her team specialize in working with medical and dental professionals across the country to design highly individualized comprehensive financial plans that are ideal for both them, their families, and their businesses. These integrated plans are developed with wealth management top of mind, and come well-equipped with estate planning, tax-efficient strategies, retirement planning and finally risk-mitigation.

In addition, Sherrie and the team believe that their clients should be active participants in the strategic process. And, ultimately should walk away feeling more focused and confident in their financial futures. This is why, besides just helping their clients build comprehensive financial plans, they also educate their clients on the financial industry along with best practices in regard to wealth management.

As part of our mission to change the trajectory of financial wellness in U.S. We have found that one of the best ways to make a lasting impact is through education. Over the past decade, Sherrie has spoken to over 10K people at Universities, Businesses, Hospitals and Conferences nationwide on financial planning. Sherrie and her team not only seek to educate but have partnered with many organizations to enable attendees to access financial professionals to make their dreams come to fruition.

If you are interested in learning more about how Sherrie and her team can help you and your family build financial plans and realize your vision for your future, please don’t hesitate to reach out.

The Business Corner

Thanks to smart financial planning, Mindy Gohr and Esther Griego are the owners of Bittersweet Pastry Shop and Cafe in Chicago. Watch this short video to see how Sherrie helped the bakery team implement integrated solutions designed to realize their vision for their business, their employees and their future.

With a focused expertise on the business owner, I can provide guidance for any of your business issues:

No matter where your business is within its life cycle, Northwestern Mutual recognizes that the goals you have for your business and personal life are intertwined. Watch this video to learn how our integrated approach to financial planning can help manage the full scope of your needs and goals at every stage.

Did You Know That I Meet with Over 50 Organizations a Year to do Financial Trainings? Check Out My Speaking Engagements Page to See when I'll be Near You!

What to Know About Buying a Home in Today’s Market

Today’s housing market has been on a bit of a roller coaster. Here are some things to consider if you’re thinking about buying. Read more here.

9 Types of Retirement Accounts You Should Know

Saving for your golden years is a key part of your overall financial strategy. Read more here.

What to Discuss Before You Combine Finances After Marriage

Open communication is key to understanding the best way to combine your finances. Read more here.


To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.