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Cheryl serves on the Executive Administration Team supporting the firm’s advisors with all aspects of scheduling, communication, project management, event production, and compliance management.
Cheryl brings over two decades of experience serving and caring for others as a licensed physical therapist and certified personal trainer. Her many years of experience has helped her to develop unique expertise in assessment, communication, and management of complex projects and processes, requiring attention to detail and effective documentation skills.
Cheryl earned her Bachelor’s of Science degree from Quinnipiac University in Hamden, CT.
Cheryl lives in North Attleboro with her husband and two dogs. When she’s not at work, she enjoys reading, exercising, golfing, and spending time with her 3 adult children and extended family.
72 Taunton Street
Plainville, MA 02762
P: 781.489.9800
info@trovepw.com
Securities offered through Valmark Securities, Inc., Member FINRA/SIPC. Advisory services offered through Valmark Advisers, Inc., an SEC Registered Investment Advisor. 130 Springside Drive, Suite 300, Akron, OH 44333-2431 · (800) 765-5201. Trove Private Wealth™ is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
C12 equips Christian CEOs and owners to build great businesses for a greater purpose.
