Meet Sherri Bliss | Wealth Management Advisor

We had the good fortune of connecting with Sherri Bliss and we’ve shared our conversation below.

Hi Sherri, how has your perspective on work-life balance evolved over time?
Work-life balance is often touted as the stuff of mythology and legend. Without getting into a debate around whether that terminology is accurate to begin with, I would like to acknowledge that there is no perfect balance that persists daily in our lives. By life’s very nature, the balance changes on a day-to-day basis and certainly, over time. For me personally, it has been no different. I believe my balance naturally changed over time as I gained more experience and become more established in my career. But even more so, I believe my balance has consciously changed over time due to a shift in mindset. I think about work-life balance from an “end-result, working backwards” kind of approach, in that I believe the point of striving for such balance is to live a full and joyful life. To that end, I believe that I am happiest when I am able to be present throughout all parts of my life. If I am present at work, I am able to show up as the best version of myself there and more likely to have a good day; and if my work day is good, then inevitably, those good feelings bleed over into my home life and allow me to be more present there. Instead of seeing through the lens of silos from home to work, I try to look at the whole picture to describe my quality of life. I acknowledge that time is a very precious and limited resource, and I have learned that I cannot say “Yes” to everything. I am deliberate about considering all of the things I must implicitly be saying “No” to by making time for a single “Yes”, and I find that explaining a “No” response to others in this way tends to earn respect rather than resentment.

Can you give our readers an introduction to your business? Maybe you can share a bit about what you do and what sets you apart from others?
As a former Research Analyst, Mathematics Instructor and Tutor, I thrived at problem solving and presenting technical material in a straightforward manner to audiences of all backgrounds. I only wished I had the ability to feel more connected to the subject matter and audience – to see the real impact my work could have on others’ lives, in a one-on-one type of setting. It took some time for me to make my career transition, but ultimately, I did so because I believed that Financial Advising would be like tutoring on what one might arguably call life’s most pertinent math class! I do believe that viewing my career through this lens is what differentiates me as an Advisor. I love to partner with others to help them to come to solutions, without giving them the answers or assuming the way I would go about “solving” is going to make the most sense for others. What astounds me most about how I got to the place I am currently at in my career is that I met the wife of my current manager and mentor while networking during a difficult time in my life. I must have somehow still been able to make such a strong and positive impression on her at that time that she introduced me to her husband, forever changing the course of my life for the better. It is truly a reminder to me that the best things in life can happen when you continue to show resilience in the face of adversity, and surround yourself with people who inspire you to be your best version of yourself even during the worst of times.

Any places to eat or things to do that you can share with our readers? If they have a friend visiting town, what are some spots they could take them to?
As an avid tea drinker, I can think of nothing better than sharing an all-day tea experience one day of the trip! In Boulder, there is the Dushanbe Tea House and the Celestial Seasonings tour. For a more active visitor, I would recommend hiking Indian Peaks Wilderness or heading down to Red Rocks Ampitheater. To round out an entire day of tea with something more elegant for my fashionista visitor, there is always the option for high tea at Brown Palace in Denver. Another day could be spent heading out to Glenwood Springs to enjoy the Glenwood Caverns Adventure Park and hot springs. We could then have dinner at Juicy Lucy’s. In the morning, we could enjoy hiking Hanging Lake and make our way back to town for some fine dining at Surena Persian Restaurant. To end on a high note, we could also grab arepas to go at Chocklo and enjoy more of the fantastic views Colorado has to offer from an outdoor table at Daniels Park Scenic Overlook.

Shoutout is all about shouting out others who you feel deserve additional recognition and exposure. Who would you like to shoutout?
I would like to dedicate my shoutout to the Brubaker family – a family that shows the utmost integrity and kindness towards those who work for and with them. I sincerely look back to the time when I met Shayla Brubaker through networking at the onset of a career change, and continue to be so grateful for her introduction to her husband, Stephen Brubaker. Stephen just so happened to be in the same industry and has become a true colleague, mentor, and friend to me over the last few years.

Website: https://www.ersiwealth.com

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), anaffiliate of Kestra IS. Exit & Retirement Strategies, Inc. (ERSI) is a member firm of Fusion Advisor Network, a platform of Kestra IS. ERSI is not affiliated with Kestra IS or Kestra AS. Investor Disclosures