Shyanne Baylock, Sherry Berkowitz, and Samantha Khalil comprise the back-office team for Context Wealth Advisors.
They are professionally trained by Mutual Advisors, LLC. to work with all of our custodians. This additional level of support and coverage allows our advisors to maximize the time spent with clients, minimize the amount of time spent on administrative tasks, and will ultimately ensure that our clients have the best possible experience.
Sherry has been in the financial services industry for over 25 years, managing a call center and various back-office teams. Since being a licensed Investment Advisor Representative, she provides sales and service support to other advisors. She most enjoys the professional relationships she has built with these advisors and their end clients. She is currently a key player on an outsourcing team, providing support to advisor offices in the field.
Sherry lives in a small beach town in southern California. In her personal time, Sherry loves traveling with a group of friends, hosting large family gatherings (pre-Covid), gardening, and volunteering with local civic groups. Sherry’s daughter is a 3rd-year medical school student in Chicago; her son is a Business Development Manager in Portland, and her son-in-law is a high school math teacher. Sherry also designs and builds chuppahs, arbors, and backdrops and runs her own rental business in California.
Shyanne has been in the financial services industry for over 8 years, with most of her experience in retail banking. Since moving from retail banking to Mutual Group in December 2021, Shyanne has begun to build professional relationships with Advisors and Custodians. She has a passion for providing support for advisors while they are in the field. Shyanne is currently studying to sit for her Securities exams.
After 5 years of living in Charleston, South Carolina, Shyanne and her new husband moved back to her hometown in Northern Virginia to start their family. They now have two young boys under the age of 3. In her personal time, Shyanne loves to spend time with her family, explore local hiking/walking trails, and watch movies.
Sam has been in the financial services industry for over four years at TD Ameritrade. Since moving over to Mutual Group in March 2022, Sam has begun to build professional relationships with Advisors and Custodians. She has a passion for providing support for advisors and gaining knowledge about other firms in the financial industry. Sam is currently studying to sit for her Securities exams.
Sam grew up in Illinois but has spent the last eight years in Omaha, NE. She graduated with an MBA from the University of Nebraska in December of 2021. In her free time, she likes to hike, volunteer, travel, and horseback ride.