CPA, CFP®, AEP®
Partner, Senior Wealth Advisor
Early in Cheryl’s career, she discovered a passion for helping clients solve problems and make wise tax and financial choices. Her primary role with Harbor Wealth Management is heading up the Financial Planning and Tax departments, where she specializes in helping clients integrate their values, vision, mission and goals with appropriate strategies, tactics and tools. The resulting clarity clients gain regarding their financial security gives them the confidence they need to craft family and charitable legacy plans that truly fulfill their deepest values.
Cheryl’s extensive background began with her education at Carthage College in 1980. Graduating with honors, she launched her career as a Staff Accountant. This path led her to holding positions including Senior Accountant, Senior Tax Manager, Director of Personal Financial Planning, and Senior Manager of Wealth Preservation and Estate Planning. In 1996, she became an agent of Equitable Life Assurance Society and an Investment Advisory Associate of AXA Advisor, LLC where she specialized in assisting clients in the areas of financial independence, estate and charitable planning. Cheryl moved on from AXA Advisor, LLC in 2013 to pursue an opportunity with Harbor Wealth Management to work as part of a team of experts to provide clients with the full spectrum of wealth management tools.
Cheryl is married to her high school sweetheart, Randy, and has three children. Off the clock, Cheryl loves to read and spend time with her family.
Getting to know Cheryl
Favorite food: Mint chip ice cream
Cheryl’s hidden talent: Firewalker
Favorite book: Proverbs
Favorite movie: It’s a Wonderful Life
Favorite holiday: Christmas
Place Cheryl would most like to visit: Hawaii
Something Cheryl is most proud of: Her three children