Sherrie Daniel, CPA

Sherrie is the Managing Director of Family Office Services here at The Gleason Group. A CPA and graduate of Carthage College with a degree in Accounting, Sherrie has a wealth of financial knowledge and professional experience in a wide range of industries, starting with PricewaterhouseCoopers. Her love of organization and sharp attention to detail help clients transform complex financial data into clear, comprehensive monthly financial reports. She is passionate about building practical systems—whether it's streamlining bill payments, improving cash management, or implementing efficient day-to-day workflows. She works closely with families, advisors, and internal teams to ensure every financial process supports their goals and brings peace of mind. Born and raised in Wisconsin, Sherrie has called Louisville home for the past 13 years. She’s happily married to her husband, Craig, and finds joy in watching her two sons spread their wings after leaving the nest over the last few years. Outside of work, you’ll find her reading, walking her two Golden Retriever pups, planning her next beach getaway, or dining out with friends. Sherrie’s family may be cheering on the Packers, but she does not own a Cheesehead... yet.