Cheryl joined West Financial in 2019 as a relationship manager. She brings more than 20 years of experience in comprehensive financial planning, trust and estate planning, insurance and investment strategies. Cheryl began her career as a teller for a local community bank, while attending the University of North Carolina at Chapel Hill. Intrigued by the financial services industry, she continued with the bank and helped develop a full service trust and investment department. Cheryl graduated from UNC-Chapel Hill with a degree in Economics and Industrial Relations. She is a graduate of The Southeastern Trust School at Campbell University. Cheryl obtained her CFP® designation in 1998. As a CERTIFIED FINANCIAL PLANNER™ professional, she provides unbiased advice and service.
Cheryl and her husband, Carter, live in McLean, Virginia, with their teenage son, daughter and their beloved King Charles Cavalier, Dickens. They enjoy travel, hiking, biking and anything else outdoors. Being a military spouse, Cheryl is passionate about serving the military and their families. Cheryl helps clients navigate through complex financial matters, mitigate risks as much as practically possible, persevere through uncertainty and celebrate through life events. Cheryl positions financial planning as a continuous journey with her clients, maintaining regular and open communication throughout that journey.