Sherri Lea Marini

Current Employers

Employment History

• 07/2005 → Present
  Freedom Financial & Realty Group, Llc
  Hermitage, PA
• 02/2004 → Present
  Legacy Financial Strategies, Inc.
  Hermitage, PA
• 06/2009 → Present
  Legacy Advisory Group, Inc.
  Hermitage, PA

Other Businesses

Watch This Phoenix Rise, LLC Investment-Related: No Address: 452 Bedford Rd, West Middlesex, PA 16159 Nature of Business: Nonprofit organization focused on domestic violence and mental illness Position: Advisory Board Member Start Date: April 2025 Approximate Hours/Month: 35-50 Hours During Securities Trading: Approximately 10 Duties: Participates in strategic discussions, program development, and organizational guidance as a volunteer board member. Freedom Financial & Realty Group, LLC Investment-Related: Yes Address: 3205 Longview Rd, Hermitage, PA 16148 Nature of Business: Financial services, including annuities, life insurance, and real estate Position: Manager Start Date: July 11, 2005 Approximate Hours/Month: 80 Hours During Securities Trading: Approximately 40 Duties: Oversees daily operations, manages client service processes, supervises financial product offerings, and administers business functions. Penn-Ohio Property Solutions, LLC Investment-Related: No Address: 3087 Innovation Way, Hermitage, PA 16148 Nature of Business: Real estate investment Position: Property Manager Start Date: February 24, 2020 Approximate Hours/Month: 40 Hours During Securities Trading: Approximately 10 Duties: Manages property acquisitions, renovations, rentals, and sales as part of the firm's investment operations. LWM Income Fund 2, LLC - Investment-related. 3087 Innovation Way, Hermitage PA. Pooled vehicle focused on MCA debt. Role: Member (since 1/2/20). Hrs/mo: 1 (Trade-hrs < 1). Duties: monitors investments, supports fund oversight. LWM Equity Fund, LP - Investment-related. 3087 Innovation Way, Hermitage PA. Private fund holding MCA debt & public equity. Role: Member via GP (since 2/19/19). Hrs/mo: 1 (Trade-hrs < 1). Duties: Monitors allocations and partner actions. LWM Parallel Fund, LLC - Investment-related. 3087 Innovation Way, Hermitage PA. Parallel pooled vehicle. Role: Member (since 5/22/20). Hrs/mo: 1 (Trade-hrs < 1). Duties: Oversees fund operations and performance. Legacy Educational Institute, Inc. Investment-Related: No Address: 3087 Innovation Way, Hermitage, PA 16148 Nature of Business: Educational nonprofit organization Position: Board Member Start Date: Approx. 2015 Approximate Hours/Month: Less than 1 Hours During Securities Trading: Negligible Duties: Provides occasional strategic and educational input as a volunteer board member. Nature of business: tax planning Position: Tax planner Start date: February 2015 Approximate hours per month: 4; during tax season: 10-15 hours per month Duties: tax planning, tax bracket optimization/strategizing for Roth IRA Conversions and other strategies to minimize future tax liability

Exams

• S66 Uniform Combined State Law Examination
  2007-02-21
• S63 Uniform Securities Agent State Law Examination
  1998-11-24

Other Names

• Sherri Lea Gollner
• Sherri Lea Gollnerbrest