Meet Cheryl
Early in her career, Cheryl discovered a passion for helping clients navigate complex financial decisions and make thoughtful, informed choices. In her work with Harbor Wealth Management, she partners with clients to address financial planning and tax considerations, helping them align their values, vision, and long-term goals with appropriate strategies and solutions. This approach provides greater clarity around their financial picture and supports them in building meaningful family and charitable legacy plans that reflect what matters most to them.
Cheryl’s extensive background began with her education at Carthage College in 1980. Graduating with honors, she launched her career as a Staff Accountant. This path led her to holding positions including Senior Accountant, Senior Tax Manager, Director of Personal Financial Planning, and Senior Manager of Wealth Preservation and Estate Planning. In 1996, she became an agent of Equitable Life Assurance Society and an Investment Advisory Associate of AXA Advisor, LLC where she specialized in assisting clients in the areas of financial independence, estate and charitable planning. Cheryl moved on from AXA Advisor, LLC in 2013 to pursue an opportunity with Harbor Wealth Management to work as part of a team of experts to provide clients with the full spectrum of wealth management tools.
Cheryl is married to her high school sweetheart, Randy, and has three children. Off the clock, Cheryl loves to read and spend time with her family.
