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Desiree  Sherman

Desiree Sherman

Client Assistant

916-783-6535

dsherman@rwbaird.com

Desiree is a valued member of the Elliott & Pistone Group, she brings a strong background in banking and financial services to her role as a Client Assistant. She supports the team in delivering the exceptional service and intentional care that the Elliott & Pistone Group are known for. Desiree is dedicated to creating a seamless client experience and takes pride in ensuring every interaction is handled with professionalism, accuracy, and attention to detail.

With her experience in banking, Desiree understands the importance of responsiveness, trust, and precision. She is passionate about helping clients navigate their financial journey with confidence and strives to provide reassurance during complex or challenging situations. Her thoughtful approach and ability to anticipate client needs make her a dependable resource for both clients and the team.

Desiree is also a commissioned Notary Public and is currently studying for her SIE, Series 7, and Series 66 licenses as she continues to build her knowledge and grow within the financial services industry.

Outside of work, Desiree enjoys spending time along the American River, gardening, traveling internationally, and exploring new cuisines. Her approachable nature and commitment to excellence make her an important part of the team, and she looks forward to continuing to support clients and the team every day.