Sherry Thiltgen, CDFA®

Executive Vice President & Relationship Manager

Sherry L. Thiltgen joined South Texas Money Management Ltd. in June of 2013 and serves as Executive Vice President & Relationship Manager. In this role Ms. Thiltgen is responsible for a broad range of services to the firm’s individual clients.

Prior to joining STMM, Ms. Thiltgen was employed by TD Ameritrade, where she led the evolution of Fixed Income Services for the Western and Central Regions of the country. She and her team provided customized guidance to clients regarding income strategies to meet client objectives. Beginning in 2002, she spent three years with Advisor's Asset Management, growing the institutional bond and unit investment trust production through coaching her employees and networking with broker dealers across the country. Ms. Thiltgen made her first transition into the financial industry with USAA in 1998, serving our military members in various roles, including Select High Net Worth Relationship Manager, Acquisition Manager, and Integrated Financial Manager. Prior to starting her career in the financial industry, Ms. Thiltgen worked with people with disabilities and helped them to reach their potential in the community.

Ms. Thiltgen graduated from Baylor University with a Bachelor of Arts in Psychology. She received her Certified Divorce Financial Analyst™ (CDFA™) certification in July of 2017. Ms. Thiltgen is a member of Texas Wall Street Women, National Association of Women Business Owners, San Antonio Estate Planners, and the Nonprofit Council Business Advisory Committee. She enjoys serving her church and spending time with her children.