Cheryl came to ADISA with a background in financial planning as an executive assistant, where her focus was building & maintaining strong relationships within the team as well as externally with clients. She also has many years of experience helping to manage a thriving multi-generational family business with her husband.
Throughout her career, Cheryl has derived the greatest satisfaction from supporting advisors, enabling them to successfully meet the needs of diverse clients. The most rewarding part of her job has always been making positive connections with clients and providing them with the quality of service they deserve.
When Cheryl is not busy managing clients and their accounts, you will find her outdoors, being active with friends and family, riding horses, or relaxing with a good yoga session.
3 interesting facts about Cheryl:
- The majority of Cheryl’s free time as a teenager was spent at the stables training and competing in horse shows.
- Louis Riel hid out in her Great Great Grandmother’s attic during the Red River Rebellion in 1869.
- Her husband was her grad date in high school and they have been together ever since.