Our thoughtful and dedicated Steward, Cherry brings more than two decades of experience in financial planning, portfolio management, and investment strategy. With a rare blend of sharp analytical skill and genuine compassion, she guides clients through life's transitions with clarity, compassion and care. Her belief is simple: financial planning isn’t just about numbers — it’s about guiding people toward purpose, fulfillment, and flourishing.
Cherry is a CERTIFIED FINANCIAL PLANNER® with an MBA in Finance from Washington University’s Olin Business School. Before joining the team, Cherry advised clients as a fiduciary and managed over 1,500 portfolios as a Portfolio Analyst, where she designed strategies, implemented trades, and collaborated closely with estate planning attorneys and CPAs.
When she’s not analyzing strategies or helping clients chart their next steps, you’ll find Cherry pursuing the things that bring her joy and purpose — whether supporting her community, spending time with loved ones, or enjoying quiet moments that recharge her analytical mind and generous heart.