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 at a local community bank in North Carolina, where she 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 was recognized by Five Star Professional as a Five Star Wealth Manager1 (2021).
Cheryl helps clients navigate through complex financial matters, mitigate risks as much as practically possible, persevere through uncertainty, celebrate achievements and other important life events. Cheryl positions financial planning as a continuous journey with her clients, maintaining regular and open communication throughout that journey.
Having completed the Financial Planning Association’s and the American Heart Association’s Mastery of Philanthropic Solutions, Cheryl realizes the importance of giving back to community. She enjoys helping clients establish charitable legacies, formulate gifting strategies to maximize contributions and tax benefits while insuring families achieve their own financial goals and needs.
Cheryl and her husband live in McLean, Virginia, with their son, daughter and the family’s beloved King Charles Cavalier Spaniel, Dickens. They enjoy travel, hiking, biking and anything else outdoors.
1Five Star Professional: Five Star Wealth Managers
The Five Star Professional award program, managed by fivestarprofessional.com, conducts market-specific research throughout the U.S. and Canada to select reputable, specialized, and honest service professionals. Required eligibility criteria: (1) Credentialed as an investment advisory representative or a registered investment advisor; (2) Actively employed as a credentialed professional in the financial services industry for a minimum of five years; (3) Favorable regulatory and compliant history review; (4) Fulfilled their firm review based on internal firm standards; (5) Accepting new clients. Considered eligibility criteria: (1) One-year client retention rate; (2) Five-year client retention rate; (3) Non-institutional discretionary and/or non-discretionary client assets administered; (4) Number of client households served; (5) Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.