Broker Check
Sheri Pfaff

Sheri Pfaff

Director of Client Experience

Building Relationships with Clients 

What I truly enjoy about my job is witnessing the happiness and excitement that fills our clients when they realize that we are always there to support and assist them. At Harbor Blue Financial, we consider our clients as part of our family. I take great pleasure in talking with clients and genuinely getting to know them. By actively listening and uncovering their needs, I strive to provide personalized financial solutions. Going the extra mile is part of our commitment to our clients, as we aim to alleviate their burdens and make their financial journey as seamless as possible.

Transitioning from Banking to a Personalized Experience 

After spending over 30 years in the banking and financial industry, I realized that I wanted to have a more personal and impactful experience with my clients. At Harbor Blue Financial, we prioritize getting to know each client on an individual level. By understanding their unique needs, goals, and aspirations, we can provide personalized financial solutions that truly make a difference. Knowing everyone by name and treating them like family is something that holds great importance to me.

Family and Personal Life

My husband, Steve, and I are proud parents to two sons and one daughter. Our family is further enriched by the presence of our four goofy and lovable dogs, including three mixed-breed rescues and a golden retriever. In my downtime, I love to get lost in a good book or try out a new recipe. Above all, spending quality time with my family and friends brings me joy.