My Team

Trusting us to be a partner in your financial life is an honor that we don't take lightly. We are committed to providing you with individualized attention, expert advice, and top-notch service.  We firmly believe that with our guidance and coaching you can make sound financial decisions for you and your family.  We work hard to help ensure that our clients find comfort in knowing that my team is in your corner.

If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.

Sheryl A Lyssy

Sheryl A Lyssy

Associate Wealth Management Advisor
Mobile 281-734-9840

Born and raised in San Antonio, Texas. A graduate of Texas A&M University with a Bachelor of Science in Sociology and minor in English. Sheryl has been a client since 1989 and joined the Northwestern Mutual Financial Network as a Recruiter and Office Manager in 1996. She became an Associate Wealth Management Advisor in the Fall of 2005, and is fully licensed in life, health, and long term care insurance. She is also a Registered Representative of Northwestern Mutual Investment Services, LLC (NMIS). In her spare time she is an active member of Christ the Good Shepherd Catholic Community and on the Parish Council, the ACTS Community and Choir, the 12th Man Foundation and the TAMU Association of Former Students. How can Sheryl help you?

  • Schedule appointments
  • Coordinate new business process and underwriting
  • Assist Financial Advisors with individual and business clients in the areas of wealth accumulation and wealth preservation needs
  • Process requests for NMIS investments
  • Expedite policy owner service requests
Carl C Monrad II

Carl C Monrad II, CFP®, CLU®, ChFC®

Wealth Management Advisor


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