Cheri is a Senior Associate for Plante Moran’s Wealth Management practice, specializing in trust administration, wealth strategies, investment consulting, and family office.
For over 17 years, Cheri has been providing a collaborative, holistic approach in providing comprehensive, objective financial guidance and education to high-net worth individuals, families, and business owners and helping them meet their long-term, philanthropic, and financial planning goals.
She earned a Bachelor of Arts degree from Taylor University with a double major in Accounting and Business Administration and a minor in Communication Studies and has completed additional field-related coursework at the College for Financial Planning, Wharton School of Business (University of Pennsylvania), and the American Bankers Association "Trust Graduate School I and II."
Investment Management Consultants Association (IMCA®) is the owner of the certification marks “CIMA®,” and “Certified Investment Management Analyst®.” Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.