Sheri Perkins
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Citadel Wealth Management’s Impact, Vision Honored by Bank Insurance & Securities Association
Citadel Wealth Management has received the 2026 BISA Impact & Vision Innovator Award from the Bank Insurance & Securities Association, which recognizes organizations that advance…
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Citadel Credit Union’s New Partnership to Power Wealth Management Programs, Enhance Member Experience
Citadel Credit Union’s wealth management team is transitioning from its broker-dealer relationship to Cetera Investment Services, a leading broker-dealer known for its expertise in supporting credit…
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Citadel Credit Union Establishes New Leadership Model to Enhance Member Experience, Catalyze Growth
Citadel Credit Union has assembled a new leadership team as it gears up for a future filled with strategic growth, community engagement, and operational excellence.…
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Build a Custom Strategy for All of Life’s Phases with Citadel Credit Union
Check in with a Citadel Credit Union financial advisor to get inspired for your future. It’s never too early or too late to set financial…
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What Is Legacy Planning, and Who Needs It?
There are a lot of misconceptions around legacy planning, who needs it, and what’s included. A 2023 Wills and Estate Planning Study by Caring.com found…
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Citadel Credit Union Hires Sheri Perkins to Lead Its Retirement & Wealth Management Division
Sheri Perkins has joined Citadel Credit Union’s executive leadership team as the Senior Vice President and Head of Citadel’s Retirement & Wealth Management division and…
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