About
Cheryl
Cheryl is the Vice President of Focus Partners, a Senior Wealth Advisor, and a Principal of Focus Partners. She works with both individual and corporate clients to design and implement personalized wealth management plans focused on tax efficiency, philanthropy, and the utilization of equity-based compensation and benefit plans. Cheryl is a CERTIFIED FINANCIAL PLANNER™ practitioner, an Enrolled Agent before the Internal Revenue Service, and formerly served as a Quality Control Officer of Focus Partners.
Prior to joining Focus Partners, Cheryl was employed as a Financial Counselor for The Ayco Company, L.P., where she provided financial counseling and tax services for senior executives of Fortune 500 Corporations throughout the southeastern United States. Cheryl earned a Bachelor of Science in Finance from Siena College.
In her free time, Cheryl enjoys spending time with her children and is active in her community. She also volunteers her time as a board member of Make-A-Wish® Massachusetts and Rhode Island.
Cheryl is the Vice President of Focus Partners, a Senior Wealth Advisor, and a Principal of Focus Partners. She works with both individual and corporate clients to design and implement personalized wealth management plans focused on tax efficiency, philanthropy, and the utilization of equity-based compensation and benefit plans. Cheryl is a CERTIFIED FINANCIAL PLANNER™ practitioner, an Enrolled Agent before the Internal Revenue Service, and formerly served as a Quality Control Officer of Focus Partners.
Prior to joining Focus Partners, Cheryl was employed as a Financial Counselor for The Ayco Company, L.P., where she provided financial counseling and tax services for senior executives of Fortune 500 Corporations throughout the southeastern United States. Cheryl earned a Bachelor of Science in Finance from Siena College.
In her free time, Cheryl enjoys spending time with her children and is active in her community. She also volunteers her time as a board member of Make-A-Wish® Massachusetts and Rhode Island.