Cheri is a gifted multitasker with a warm and welcoming personality. She oversees many communications functions, including answering phones, scheduling appointments, and maintaining the general functioning of the flow of information between clients and advisors. She can also be found handling database management activities to ensure the smooth running of the office.
With over 16 years of experience in the financial services industry, Cheri joined Wilde Wealth in 2024 as a Client Communication Manager. She eagerly takes on the role of manager of first impressions and helps deepen the client-advisor relationship. Cheri ensures that each client receives a personal touch. She knows the value of showing clients that they have a team backing them not only during the financial planning season, but throughout their lives.
When she’s not in the office, Cheri enjoys traveling, cooking, reading, long walks, and keeping in touch with her family and friends.