Cheryl is a dedicated professional who focuses on serving clients and providing support to her team on a daily basis. With a strong attention to detail and a goal of making working with her practice effortless, Cheryl ensures that clients receive the attention and support they need in a timely manner. She handles various administrative tasks, including account maintenance, service requests, and client communications.

In addition to her expertise in client service, Cheryl holds her Series 7 and Series 66 licenses, demonstrating her knowledge and qualifications in the financial industry. These licenses enable her to provide valuable assistance and guidance to clients regarding their investment needs and goals.

Before joining her current team in June 2022, Cheryl served as a practice manager at The Dentistry in Naples. She holds an Associates of the Arts degree in culinary arts from Southern New Hampshire University. Originally from Greenwich, Connecticut, Cheryl has been living in Naples since 1981. She is a proud mother to her daughter, Kaitlyn, who is a graduate of the University of Central Florida and resides in Orlando.

Outside of work, Cheryl enjoys activities such as tennis, cooking, and watching football. She also values spending quality time with her friends and family. Additionally, Cheryl is an active member of the Women Rock Philanthropy Committee in Collier County, demonstrating her commitment to giving back to the community.

Overall, Cheryl's empathetic nature, attention to detail, and dedication to providing excellent service, combined with her financial expertise through her Series 7 and Series 66 licenses, make her an invaluable member of her team.