Office Phone: 765.742.7366

Sherri Marcus

Operations Manager

Sherri has been with Gettings Reed Financial since 1989.

Sherri wears several hats. She is our firm’s Operations Manager, working with our primary custodian, TD Ameritrade Institutional, and our clients. She serves as a Notary Public. She also manages our day-to-day compliance procedures. She works meticulously to assure the safety of our clients’ data, prompt delivery and transmission of client investments, and the maintenance of complete and current books & records for our firm’s Advisor Representatives, their communication and activity. The Securities & Exchange Commission’s rules and regulations are in place to protect investors and require independent Advisory firms to implement adherence procedures unique to the Firm’s needs. We are fortunate to have Sherri Marcus lead the day-to-day operations of our Compliance procedures. Sherri works closely with our Chief Compliance Officer (CCO) and multiple third-party A.I. vendors.