Cheryl provides financial planning for individuals, family and small businesses through risk management and diversification. Her primary goal is to work with clients and provide the necessary tools and solutions to meet their respective goals. Cheryl has extensive experience in the securities industry where her primary responsibilities included institutional trading. She has held various positions, including Partner and Managing Director, at different brokerage firms over a 35 year period.
A graduate of St. Norbert College in De Pere, Wisconsin, Cheryl received her MBA at the University of Phoenix, and completed her Financial Planning Certification through Boston University. She is a licensed insurance agent for life, health, disability, and long term care as well as, fixed and variable annuities. She holds several securities licenses, including the Series 7, 24, 63 and 65.
Cheryl is a native of Wisconsin who moved to Tennessee in 1987. She is married and has two children. Ashley recently graduated from UT-Chattanooga as an Art Major and her son, Richie, is an Airman in the Air Force.