Cherie applies her many years of experience in the financial services industry to assist clients with their requests, needs and concerns. Working closely with our advisors, she makes it her mission to serve our clients with dedication and focus.
She is always eager to help the individuals and families our team serves. She makes it her goal to help clients understand their money is being well taken care of, and always endeavors to explain complex financial topics in a way that’s easy to comprehend.
Cherie also assists our financial advisors in planning and building investment portfolios. She holds Series 7 and 63 securities licenses.
Cherie joined our team in April of 1999. Cherie is originally from Grand Junction, Colorado, and now lives in Idaho with her husband, Steve.
