Sherri White, CPA/PFS, CKA®

Senior Advisor & Leadership Team

Sherri is a Senior Advisor and a member of the PlanFIRST℠ Leadership Team. She also sits on the firm's investment committee. 

Sherri graduated from Wake Forest University with a degree in accounting. She worked in public accounting at KPMG in Greenville before becoming a financial planner and co-owner of Investment Concepts in Powdersville, South Carolina. Before coming with PlanFIRST ℠, Sherri was a financial planner and owner of Orbis Financial.

Sherri is past President of the Board of the Greater Easley Chamber of Commerce and currently serves as Board Member and Program Committee Co-chair for the Greenville Chapter of the Accounting and Financial Women’s Alliance. She is a member of the American Institute of Certified Public Accountants and the South Carolina Association of Certified Public Accountants and is a Certified Kingdom Advisor®.

Her husband, Jeff, is a minister; and they have one daughter, Lauren, who is a student at North Greenville University. Sherri enjoys reading and jigsaw puzzles when she has time to relax.

Deciphering the Pieces of an Indexed Annuity

We regularly get inquiries from clients trying to understand more about indexed annuity products that they’ve heard about on a talk show, or in an advertisement, or perhaps from a family member. Sometimes they are intrigued because it seems it is a way to get “all the upside of the...

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