Build a team who accomplishes great outcomes

Our leadership coaching program for financial services helps you forge strong connections with the people you lead and earn their trust.

❖ Accelerate trust

❖ Elevate your leadership skills

❖ Build connected, productive teams

 

Trust is the hardest thing to build and maintain as a leader.

Most of the people you lead have their defenses up, and unless you can break through, your team will be held back by…

  • High turnover

  • Missed targets and lower performance

  • Disengaged employees 

  • Underutilized talent

 

But building trust isn’t a mystery. It’s a skill you can learn!

Most leaders feel uncertain about how to help employees work together and reach their full potential.

We believe leaders like you should have access to practical strategies and tools that give you a clear pathway for building the trust that empowers your team to do great things.

 

Enterprise Services 

   Team Building

Build connected, productive teams with our customized approach.

Leadership Coaching 

Understanding your strengths is foundational to your success in being a leader others want to follow.

Recruitment Process Optimization 

Hiring the right talent begins with a process that works for you and your potential talent.

Individual Services 

  • Leadership Development Coaching

    Are you looking to move to the next level in your career? 
    This customized program focuses on your strengths as a leader and how to leverage them to propel you forward. 

  • Career Transition Coaching

    Considering a career transition into a role that aligns with your values and talents? This program is tailored to your immediate needs to move you forward.

Learn More About Services

I know how leading teams can feel like an uphill battle.

That’s why my coaching practice is designed to take the battles of leading a team and turn them into shared victories. 

In our time together, you’ll discover clear, practical strategies to follow that give you confidence in your team-building skills. 

 
“Sherri is incredibly gifted at empowering organizational change and delivering effective talent strategies. She is the ideal trusted advisor to any business leader in terms of coaching and overall workforce strategy. ”
— V. Theriot, M,A, SPH-CP
 
“Sherri is a real joy to work with. I admire her professionalism, attention to detail and ability to deal with conflicting priorities.”
— K. Hardcastle

Let’s build on the strengths you already have!

We’ll start our work together by understanding your current strengths as a leader. Then, we build on those strengths and train you on the remaining skills you need to lead a powerful, unified team. 

Highly-Personalized

Starting with a leadership assessment, we’ll confirm your foundation for success. This informs the path we will take based on your unique talents. 

Deeply-Authentic

Being a great leader is about being the best leader you were meant to be. It is about how you engage and leverage your talents to build meaningful connections. 

Results-Driven

It is about partnering to create a plan that is actionable, goal oriented and focused on your long term success. 

 
 

Meet Sherri

Sherri is a leadership consultant with 20 years of successfully supporting and advising Financial Services, Healthcare, and Oil and Gas leaders. Most recently, she served as the Director of Recruiting for a $4.6B Credit Union, improving retention and the onboarding experience. Sherri holds certifications in Emotional Intelligence, Gallup Strengths, and Human Resources. In May 2025, she will receive her master's in Management and Leadership from the C. T. Bauer College of Business from the University of Houston.

 
 

How it Works

1

Identify Key Focus Areas:

In our first session, we will discuss your immediate needs, their urgency, and their related impact. You will receive a code to complete your leadership assessment. 

2

Discover Your Unique Strengths:

In our second session, we will review your leadership assessment reports and discuss how your strengths enhance and hinder your leadership style. 

3

Create a Strengths-Based Strategy: 

For our third session, we will confirm and validate the target issues. From here, we will create a personalized framework to help leaders leverage strengths for performance, engagement, and retention.

4

Transform Team Performance:

From this point forward, you will be equipped to implement proven coaching techniques that enhance (drive or create) collaboration, accountability, and long-term success.

What if you could be known as a leader who builds teams that can work together and accomplish great things?

  • Identify your unique talents as a leader

  • Build connected, productive teams 

  • Be a leader people want to work for and with

  • I help leaders accelerate connection and trust

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