Client Advisory

Biography

Cheryl is a Principal and a member of the firm’s Executive Financial Counseling team. With over 20 years of extensive tax and legal experience, she provides comprehensive tax analysis, planning, and guidance as part of the overall financial plan for corporate executives and high net worth individuals.

Prior to joining the Cerity Partners team, Cheryl worked as an independent consultant/quality control reviewer. Her clients included law firms, CPA firms, and a boutique financial planning firm serving creative artists. In addition, she provided tax services to her own individual clients. Before moving to Florida, Cheryl was a Staff Attorney in the Parsippany, NJ office at The Ayco Company, a Goldman Sachs company and she subsequently worked there remotely and seasonally as a tax reviewer for many years. Before working at The Ayco Company, Cheryl worked at Andora & Romano in Paramus, NJ as an elder law attorney.

Education

  • B.A. from Tufts University
  • J.D. from New York Law School

Highlights

  • Admitted to the Florida, New York, and New Jersey bars
  • Enrolled Agent with the IRS

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By clicking “Submit”, 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.