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Biography

Cheryl is a Senior Associate in the North Bay office. As a member of the Wealth Management practice, she is responsible for assisting clients with administrative support related to their portfolio, custodian statements, and other client service needs. She works closely with the advisors and other professionals to provide a direct communication conduit for clients to understand the work that the firm does on their behalf.

Prior to joining Cerity Partners, Cheryl was a Client Relationship Specialist at Brouwer & Janachowski. Previously, Cheryl held various management positions. Most recently she was the Office Manager at Alarm Financial Services and Client Services Manager at Chrisad.

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Education

  • Bachelor degree in business management and a minor in marketing from Sonoma State University

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Principal & Client Experience Director

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.