Planning

• Financial Planning
  Sheryl Morace-Mikel, owner of Diversified Investments, provides a variety of financial services including asset management and investment recommendations. Areas of knowledge and experience include personal financial services, retirement, pension, college and estate planning. Sheryl has the Certified in Applied Finance and Economics designation. She has been professionally active in financial planning since 1990. She has lived in the Southern Oregon area for over forty years.
• Annuities
  Sheryl obtained a Bachelor of Science Degree in Economics from Southern Oregon University with Economic Honors Omicron Delta Epsilon and a Minor Degree in Business Management. She has completed the FINRA series 7 and 63 security examinations and is licensed as an insurance agent for life, health and variable annuities. Sheryl is a Registered Principal of Cadaret Grant, Inc.
• Asset Management