

Sherri focuses on helping EFC’s clients achieve their financial goals in retirement by implementing EFC’s Sound Fiscal House process. She holds a BA from the University of Pennsylvania and an MFA from the University of Southern California. Throughout her career, she has focused on real estate development and wealth preservation. As a Financial Professional, Sherri enjoys helping clients create stable futures for their families in the most tax efficient way possible. A Licensed California Insurance Agent, Sherri’s mission is to help clients find retirement solutions that can stand up under any financial storm. Her proudest achievement is being mom to her brilliant 8 year old son, Jordan.


I am the head of EFC Wealth Management’s newest division called Solutions One. Solutions One will be providing tax preparation and Tax advisory services, accounting services, business management, and business consulting. Our main goal is to help make sure you are on the right track for your retirement. Through our tax advisory services, we will be looking at your current tax situation and provide planning to make sure you are paying the least amount of taxes possible, not just now but also in the future.
I am an Enrolled Agent and have over a decade of experience in providing accounting, bookkeeping and tax services for my high-net-worth clients. I graduated from National University with a bachelor’s in accountancy. I specialize in working with Individuals and small businesses in order to implement planning strategies to help reduce the complicated world of taxes. My training with some of the best minds in tax planning have given me an edge in understanding the complexity and strategies needed to help my clients save.
I am married and have a one year old son. I love being a mom and spending time with my family. In my free time, I like to do crafts or go hiking. I also like to go on road trips and go camping with my family.
I am so excited to be part of the EFC Wealth Management team and I am looking forward to making sure everyone has the best possible tax strategy in place for an optimal retirement. So give us a call so we can help you.


With more than 20+ years of experience in the financial services industry, Antione thoroughly enjoys helping his clients achieve their retirement goals. Before joining EFC, Antione served as President and CEO of the Circle of Wealth Corporation. He is a Licensed California Insurance Agent and holds certificates from The SCInstitute of Wealth Advisors, California State University, Los Angeles Collect of Extended Studies and International Programs, The International Society of Certified Employee Benefits Specialist (CEBS) Program. A devoted family man, Antione lives in Manhattan Beach with his wife of 20 years.


A native of Gardena, CA, Alicia joined EFC Wealth Management in November 2021. A consummate team player, Alicia brings 15+ years of customer service and quality client care to her position in Client Services/Operations. Alicia is a Licensed Financial Professional and has always been driven by finding ways to help and serve others. Having begun her career in real estate, Alicia understands the power that a Sound Fiscal House can make in a family’s life.