“I enjoy supporting our financial advisors in helping our clients achieve their most important goals. With so many moving pieces, financial planning can seem scary, but we’re able to simplify the process to help it all make sense.”
Cheryl is the newest addition to the Viewpoint family, joining the firm in 2014. As Operations Specialist, Cheryl oversees new account setup and transfers, organizes the firm’s quarterly newsletter, and regularly reviews the firm’s procedures in search of ways to improve our processes. In addition, Cheryl manages the firm’s robust database, making sure that our client data is current and that all tasks are completed in a timely manner.
Cheryl has a background in retail and marketing, earning her B.S. in Marketing with High Honors from Hampton University. Born and raised in Chicago, IL, Cheryl and her husband decided to move to the West Coast for a new environment and warmer weather.
As a music fanatic, Cheryl collects vinyl albums from the 60’s, 70’s and 80’s. In her spare time, she loves being with family, bike riding, hanging out at the beach and practicing yoga.