Cheri Schafer
Cheri Schafer Senior Registered Client Service Associate

Cheri helps us maintain the high level of service we provide to our clients. She provides timely answers to our clients’ questions and generally makes sure their needs are her first priority. Friendly and outgoing, she enjoys building relationships with our clients and is always willing to listen and help with anything they ask.

Before joining our team in 2019, Cheri was a client service associate at UBS Financial Services. She started as a receptionist at age 19 and has enjoyed learning about financial services, which has developed into a career. She holds a Series 7 securities license and attended Henry Ford College.

Cheri has grown up and still lives in the Downriver area. In her free time, Cheri enjoys spending time with her children, Madison and Cooper. The three of them enjoy attending sporting events. Cheri especially enjoys watching both of her kids play sports, which they both enjoy.