Shierly Siregar

Shierly Siregar, New Business Coordinator at District Wealth Strategies, financial planning firm in Washington DC

About

Shierly

New Business Coordinator

With over 15 years of experience in the financial industry, Shierly brings extensive expertise in insurance, annuity, and underwriting workflows to her role. Her meticulous attention to detail and commitment to timely execution ensure a top-tier, white-glove client experience.
Raised in the tropical beauty of Indonesia, Shierly’s passion for travel has shaped her broad worldview and adventurous spirit. A self-proclaimed foodie, she enjoys exploring new places and cuisines. Shierly currently resides in Gaithersburg, MD, with her husband and their red-eared slider turtle.

Shierly holds multiple FINRA registrations, including Series 6, 7, 24, 26, and 65, and is licensed in life and health insurance.

An interior of the DC Metro, near  District Wealth Strategies financial and tax planners have their offices.

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