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Joseph Tomkiewicz, MS, CFP(R) President
Joe is the President and sole shareholder for Sierra Financial Advisory, Inc. He received a Bachelor's Degree in History from Stanford University in 1987 followed by a Master's Degree in physical therapy from the University of Southern California in 1989. After spending 10 years working in the health care industry, Joe started his career as a financial advisor in 1998. Experiences with Prudential Securities, Paine Weber, and UBS eventually led Joe to establish Sierra Financial Advisory Inc., a registered investment advisor, in 2004. He is a Certified Financial Plannertm and also holds series 7, 63, 65, and life insurance licenses.
Joe and his wife, Judy, were married in 1989. They have two children, Michael and Kaitlyn. They have lived in Grass Valley, California since 1995.
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Sherry Stanley, Office Manager and Chief Compliance Officer
Sherry joined Sierra Financial Advisory in 2005. She had 24 years of office experience working for Intel before moving to the Sierra foothills. Sherry has been instrumental in setting up office procedures that promote efficiencies that benefit both Sierra Financial Advisory and its clients. Chances are, when you call our office, you will speak with Sherry first.
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