VanKoevering Wealth Management and Insurance Services
Sherrie Robért van Koevering
Wealth Management Advisor and Founder|CLTC®
Awards & Recognition
A Recognized Leader
Over the years she has built a solid reputation as a leader in developing comprehensive plans for clients achieving company awards on both the local, regional and national level.
To keep abreast of the marketplace and the evolving needs of her clients, she has continued her education through coursework with the American College of Financial Services.
Forbes 2024
Sherrie was honored nationally as a 2024 Forbes Top Financial Security Professionals Best-In-State List 2024
Million Dollar Round Table (2012-2024)
MDRT, the Premier Association of Financial Professionals®, is a global, independent association of more than 72,000 of the world’s leading life insurance and financial services professionals.
Northwestern Mutual: Forum (2016-2024)
At Northwestern Mutual, “Forum” represents a select group of advisors from across the country achieving the highest level of production and excellence.
Northwestern Mutual: Pathfinder (2018-2024)
The “Pathfinder” recognition at Northwestern Mutual is awarded to those advisors demonstrating the highest level of comprehensive financial planning.
Northwestern Mutual: Top 10 Woman Advisor – Nationwide (2014-2024)
National recognition consisting of all Northwestern Mutual women advisors nationwide.
Northwestern Mutual: #1 Woman Advisor – Central Region (2016-2023)
Advisors recognized for production and excellence in the central region of the United States each year by Northwestern Mutual.
Northwestern Mutual Chicago: Financial Advisor of the Year: 2016
In the field of peer recognition, she was the first woman to be recognized as the Northwestern Mutual-Chicago Financial Advisor of the Year. The award recognizes an advisor who leads by example as a positive role model, has shown a relentless drive to grow, and gives back through mentoring and coaching their peers.
Personal
A native of California, Sherrie grew up in an entrepreneurial family. At a young age, she and her brother started several small businesses curb painting (a big deal in southern California), selling golf balls, and mistletoe. She convinced her father to let her work in the family real estate business before heading off to college.
Once in college, a financial planning internship with Northwestern Mutual followed by the opportunity to launch and later sell a medical software company led her to her true passion. Her professional path led her to Northwestern Mutual - Chicago in 2011.
Sherrie enjoys spending time with her husband, Dustin and their children Noelle, Ames, Leo-Paul, and Ben. They love family activities and taking walks with their family dog, Wolfgang. Traveling, hiking, cooking, and snowboarding are some of her favorite activities.
Professional
Sherrie Robért VanKoevering joined Northwestern Mutual in 2007.
Her love for the career started while she was a student at the University of California Santa Barbara. As a college financial representative participating in the Northwestern Mutual internship program, she began to experience the impact a career in financial planning has on people’s lives.
At the same time, Sherrie won the New Venture Competition through the University of California’s College of Engineering Technology Management program. Embracing her entrepreneurial spirit, the award allowed her to successfully launch and subsequently sell a medical software company. It was during these formative years she came full circle to understanding the needs of business owners and the medical market.
Coupling both these experiences, she knew her true calling was to help business owners and medical professionals plan for and achieve their financial goals.
A Recognized Leader
Over the years she has built a solid reputation as a leader in developing comprehensive plans for clients achieving company awards on both the local, regional and national level.
- In the field of peer recognition, she was the first woman to be recognized as the Northwestern Mutual-Chicago Financial Advisor of the Year. The award recognizes an advisor who leads by example as a positive role model, has shown a relentless drive to grow, and gives back through mentoring and coaching their peers.
- She has qualified for the National Association of Insurance and Financial Advisors National Quality Award in 2012 and 2014.
- Most recently, she was selected to attend the Northwestern Mutual Business Market Conference, a two-day invitation-only educational opportunity reserved for the most successful advisors.
Sherrie is a Magna Cum Laude graduate of the University of Southern California Santa Barbara where she earned a Bachelor's degree in Business Economics.
A Financial Education Advocate
Sherrie is a sought-after speaker at company events and medical conferences nationwide. She is dedicated to empowering minorities and has a special place in her heart to support the professional development of women.
Among the topics she addresses are:
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If you are interested in learning more about Sherrie’s financial planning talks, please contact Sherrie at sherrie.vk@nm.com or 312-251-3750
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Connect with Sherrie VanKoevering
To receive timely financial planning tips and follow Sherrie's speaking engagements, connect with her on LinkedIn.
Look at where you are today
Your plan will help you make the most of what you already have, no matter where you're starting from, and give you a snapshot of your financial big picture.
Identify where you want to go
Whether it's shorter-term goals like managing your debt, or longer-term ones like saving for a new home, or retirement, your financial plan will show you how you're tracking, help you understand what's working, and point out any gaps you might have.
Put together range of options to get you there
Looking across all your goals, you'll get personalized recommendations and strategies to grow your wealth while making sure everything's protected. And I'll help you determine the right moves to make today and later on. Your financial plan is based on your priorities. As those priorities change throughout your life, we'll shift the financial strategies in your plan, too-so your plan stays flexible, and you stay on track to consistently meet goal after goal.
American College of Financial Services
To keep abreast of the marketplace and the evolving needs of her clients, she has continued her education through coursework with the American College of Financial Services.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
