OUR TEAM
Managing Director
Kerry Watterson, MBA
Kerry has more than 35 years of capital markets experience, having held positions dealing with almost all aspects of Wall Street, from IPOs and investment management to investor relations.
He has been a registered financial advisor since 2002, having joined Sheerbrook Wealth Management (Sheerbrook) in 2022. In his role as Managing Director at Sheerbrook, he is responsible for managing portfolios, financial planning and retirement plans for his clients.
Prior to Sheerbrook, Kerry served as a financial advisor with UBS and McDonald Partners, having left a position as Vice President of Investor Relations for Teligent Inc., a publicly-traded telecommunications service provider in Washington, DC.
Kerry began his post-MBA career in the corporate finance group at E. F. Hutton & Company Inc. in New York, working on a wide range of public and private securities offerings, and he subsequently spent over 10 years in the telecommunications industry in senior financial positions.
He started his career as a commissioned officer in the U. S. Coast Guard, serving on active duty for five years in operational and staff positions.
Kerry holds a Masters of Business Administration from the Columbia University Graduate School of Business with a major in finance, and is a graduate of the United States Coast Guard Academy with a Bachelor of Science in Management.
He has served as an adjunct instructor of finance in Bachelors and Masters degree granting programs at Lorain County (Ohio) Community College. Kerry holds the Series 7, Series 31, Series 79 through LPL Financial, and the Series 66 through LPL Financial and Stratos Wealth Partners, Ltd., as well as New York, Ohio and Virginia life and health insurance licenses.
Kerry has been married for more than 35 years and enjoys rowing, reading and having fun with his wife and daughter.
Managing Director
Mindy Qua, AIF, CRPS
With more than 25 years of experience in investment and retirement plan management, Mindy Qua serves as a trusted advisor to individuals, families, and business owners through her role as Managing Director at Sheerbrook Wealth Management. She specializes in developing customized, integrated wealth management strategies that encompass investments, insurance, estate and retirement planning, and liability management—each tailored to meet the unique needs of her clients.
Mindy brings deep expertise in retirement plan consulting, helping plan sponsors navigate complex regulatory environments while promoting plan success through structured, process-driven reviews and investment monitoring. Her passion for financial education is evident in the dynamic employee education campaigns she leads—initiatives that boost engagement and improve retirement outcomes.
Mindy’s career began in 1995 at KeyCorp as a Retirement Plan Administrator, followed by key roles at McDonald Investments, UBS Financial Services and McDonald Partners, where she continued to expand her skills in portfolio analysis and wealth advising.
She earned her Bachelor of Business Administration in Finance and successfully passed the Certified Public Accounting Exam. Mindy also holds the Accredited Investment Fiduciary (AIF®) designation and the Chartered Retirement Plans Specialist (CRPS®) credential, underscoring her commitment to fiduciary excellence and client advocacy.
Mindy lives in South Russell, Ohio with her husband Blake. She enjoys tennis and cycling and remains active in the community through her involvement with Junior Achievement of Northeast Ohio, where she volunteers in youth financial education programs such as the Stock Market Challenge.
Relationship Manager
Chris Guest 
Sheerbrook’s newest addition to the team, Chris Guest, brings a strong academic foundation and a dedication to client service. A recent graduate of The Ohio State University’s Fisher School of Business, Chris earned his degree in business with a specialization in Finance, along with a Certificate in Leadership emphasizing his passion for guiding and supporting others.
Driven by a desire to help individuals and families navigate the complexities of financial planning, Chris is currently pursuing his financial certifications to serve Sheerbrook’s clients with knowledge, integrity, and care. He is passionate about building long-term relationships rooted in trust and transparency and is dedicated to furthering Sheerbrook’s mission of exceptional client service. 
Chris is here to dedicate himself to the families Sheerbrook supports with a process driven, personalized investing strategy and estate plan that protects and prolongs the wealth families have worked so hard attain!  
Director of Client Relations
Molly Wright
Molly Wright has dedicated her career to client service. Today, she works as Director of Client Relations supporting the team of Financial Advisors of Sheerbrook Wealth Management. Molly executes client financial objectives, daily operations and solving issues of the day.
Prior to joining Sheerbrook Wealth Management, she worked at McDonald Partners and McDonald Investments in a similar capacity.
A graduate of Xavier University with a Bachelor of Science degree in Chemical Science, Molly lives with her husband of 28 years and their 3 children in Rocky River, OH.
Special interests include volunteering for the Northern Ohio Chapter of the Cystic Fibrosis Foundation since 2003, planning fund raising events and most importantly spending time with her husband and family.