Advisors at this firm
Scott S
Series 63, Series 65
Mountain Home, AR
The Sherry Group, Inc.
Scott Sherry is an advisor at The Sherry Group, Inc. in Mountain Home, Arkansas, with 21 years of industry experience. He has held roles at Osaic Wealth, Inc., Signator Investors, Inc., and Transamerica Financial Advisors, Inc. in addition to his long tenure at The Sherry Group. Outside of his advisory work, he is also a licensed life insurance agent and performs farm labor activities. The Sherry Group, Inc. provides asset management and financial planning services to individuals, trusts, retirement plans, and other entities, managing approximately $130 million in client assets. The firm emphasizes tailored asset allocation using a combination of fundamental, technical, and cyclical analysis, and offers discretionary portfolio management alongside access to third-party model portfolios and insurance products.
H. Raymond S
ChFC®, Series 63, Series 65
Mountain Home, AR
The Sherry Group, Inc.
H. Raymond Sherry is a financial advisor with The Sherry Group, Inc. in Mountain Home, Arkansas, holding the ChFC® designation and Series 63 and 65 licenses. He has 44 years of industry experience, including roles at Osaic Wealth, Inc., Signator Investors, Inc., and Transamerica Financial Advisors, Inc. Outside of advising, he manages a farm where he breeds and sells horses. The Sherry Group, Inc. provides comprehensive asset management and financial planning services to individuals, trusts, retirement plans, and other entities, managing approximately $130 million in client assets. The firm utilizes a tailored asset allocation approach combining fundamental, technical, and cyclical analysis, offering discretionary portfolio management and access to third-party model portfolios and insurance and brokerage products.
Thomas C
CFP®, Series 63, Series 65
Mountain Home, AR
The Sherry Group, Inc.
Thomas Czanstkowski is a CFP® professional with 27 years of experience in financial advising. He has worked with The Sherry Group, Inc. since 2007 and previously held roles at Transamerica Financial Advisors and Signator Investors. He serves on the boards of several local nonprofit organizations, including the Mountain Home Bomber Boosters Foundation and Care Center Ministries. The Sherry Group, Inc. provides asset management and financial planning services to individuals, trusts, and retirement plans, managing approximately $130 million in client assets. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored portfolios and offers both discretionary and non-discretionary account management.