My Team

Sherry Tilson

Senior Registered Financial Client Associate • Connect on LinkedIn

Hello! My name is Sherry Tilson, and I fulfill the operations side of Dan LaMacchia's wealth management business. I have over 20 years of industry related experience and have been working with Dan since 2007. My responsibility is to be available for all aspects of client support and to utilize my training to provide an extraordinary and hassle-free experience. The relationship I develop with you is the most valuable part of that experience, and the most enjoyable part of my career.

My initial contact with you will be during your account opening. I will be the person that gathers the documents and assists you in their completion. I will also discuss any additional needs you might have such as monthly distributions or funding of other accounts. From there, I will take care of opening your account, processing your signed documents, and initiating the account transfer from your previous financial organization. I will follow your account transfer from beginning to end and notify you when the assets have arrived. When all is done, Dan will pick back up with the investment process.

My general role in your relationship with BFEC is to act as the main "problem solver" for any non-investment account issues and to handle all administrative and service requests such as beneficiary changes, withdrawal requests, and deposits. While I'm fully licensed to take your orders to buy or sell any investment security, you'll talk to Dan about investments and to me about administration and service.