Sheila joined Litman Gregory in 2023 as a member of the Client Service team, with over 30 years of financial industry experience.  Prior to joining the firm, Sheila worked with Wedgewood Partners, Inc., a previously multi-billion-dollar Institutional and Private Investment Advisor.  She held several positions during her tenure including Broker Registered Representative, Client Services, Trader, and Chief Compliance Officer.

Achievements & Credentials

• Webster University – Bachelor of Science in Accounting
• Previously held Series License 7, 24, 27, & 63

Personal Obsessions

• Spending time with family and friends
• Embarking on new adventures and experiences