Sherie Eschels has been affiliated with Eschels Financial Group, Inc. (EFG) since 1992. As Director of Practice Management, Mrs. Eschels recruits new Advisors, and manages and assists with marketing best practices in the local 403(b) K-12 market. She also works with independent brokerage agents to promote and underwrite life insurance plans.
EFG is an independent financial services firm in Birmingham, MI, that specializes in retirement planning for educators. The firm joined U.S. Retirement Partners in mid-2008. EFG also serves as a brokerage general agent for insurance and annuity plans.
Prior to joining to EFG, Mrs. Eschels worked in sales and marketing roles in the computer industry with Control Data Corporation and Wang Laboratories. She holds a Bachelor of Science degree in business administration and marketing from Wayne State University. She also received training from the Life Under- writing Training Council for personal insurance and disability income insurance, as well as completing course work at the Prudential Life Insurance Advanced Sales Institute.