About Cheryl
While working as a CPA, Cheryl saw a need for clients to have their tax planning blended into a comprehensive, evidence-based wealth management approach. The most rewarding part of her work is when she sees her clients move closer to their most important financial goals. Cheryl works with them to build and implement all-encompassing financial plans that take into account their specific needs, wants, and circumstances. She works with a team of other professionals to execute wealth management strategies for clients as they pursue their wealth transfer, retirement, and tax objectives.
Cheryl has more than 25 years of experience in wealth management and a deep understanding of the financial-planning needs of both individuals and businesses. She has served on the boards of several nonprofit organizations.
Education and Professional Milestones
-Old Dominion University - bachelor’s degree in accounting
-Co-founded WealthQuest in 2000
-Was a senior manager at the accounting firm Wall, Einhorn & Chernitzer
While working as a CPA, Cheryl saw a need for clients to have their tax planning blended into a comprehensive, evidence-based wealth management approach. The most rewarding part of her work is when she sees her clients move closer to their most important financial goals. Cheryl works with them to build and implement all-encompassing financial plans that take into account their specific needs, wants, and circumstances. She works with a team of other professionals to execute wealth management strategies for clients as they pursue their wealth transfer, retirement, and tax objectives.
Cheryl has more than 25 years of experience in wealth management and a deep understanding of the financial-planning needs of both individuals and businesses. She has served on the boards of several nonprofit organizations.
Education and Professional Milestones
-Old Dominion University - bachelor’s degree in accounting
-Co-founded WealthQuest in 2000
-Was a senior manager at the accounting firm Wall, Einhorn & Chernitzer