Having started her investment career in 1986, Cheryl brings more than three decades of experience in the financial services industry, as well as a wealth of expertise, to our team. She served as a senior vice president of the investment division at a $6 billion bank for more than 16 years, honing a skill set encompassing client relationship management, business development and compliance oversight.

Throughout her career, Cheryl’s leadership has been instrumental in driving success, evidenced by her proficiency in risk assessment, financial modeling and investment strategy. A seasoned professional in asset allocation and portfolio management, she consistently demonstrates an acute understanding of market analysis and investment research.

Beyond her extensive industry knowledge, Cheryl is committed to fostering collaborative environments and leading teams to help achieve exceptional results. With a history of delivering sound financial solutions and prioritizing client interests, she is instrumental in our mission to provide unparalleled comprehensive financial advice.

Outside of her professional life, Cheryl loves exploring new cuisines with family and friends through cooking. You may also find her planning her next travel adventure.

Cheryl holds the following professional certifications, registrations and licenses:

• Accredited Portfolio Management Advisor℠ (APMA®)
• Texas, Oklahoma, Missouri Life, Accident and Health Insurance License
• Five Star Wealth Manager award winner (11 years)
  • Years Won: 2023, 2021, 2020, 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012

In 2023 the award was issued on 07/1/2023 by Five Star Professional (FSP) for the time period 10/10/2022 through 05/05/2023. A fee was paid in 2023 for use of marketing material. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 4,274 Dallas-area wealth managers were considered for the award; 336 (8% of candidates) were named 2023 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2021: 4,007, 323, 8%, 7/1/21, 9/21/20 – 4/30/21; 2020: 4,374, 335, 8%, 7/1/20, 10/7/19 – 4/24/20; 2019: 3,899, 393, 10%, 7/1/19, 10/22/18 – 5/3/19; 2018: 3,851, 338, 9%, 7/1/18, 10/24/17 – 5/21/18; 2017: 2,730, 382, 14%, 7/1/17, 9/26/16 – 4/28/17; 2016: 2,471, 678, 27%, 6/1/16, 11/30/15 – 5/18/16; 2015: 2,862, 684, 24%, 7/1/15, 11/30/14 – 5/18/15; 2014: 5,080, 621, 12%, 7/1/14, 11/30/13 – 5/18/14; 2013: 3,834, 698, 18%, 7/1/13, 11/30/12 – 5/18/13; 2012: 2,688, 654, 24%, 7/1/12, 11/30/11 – 5/18/12.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations.  FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance . Wealth Managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. For additional information visit www.fivestarprofessional.com