Investment

• Wealth Management
  Cheryl has over 30 years of experience in the financial services industry having worked at UBS in the wealth management, finance, regional regulatory and technology divisions. In addition, Cheryl has early career experience as a CPA having worked for Deloitte. She brings diverse experience supporting organizations across finance, operations, human resources, risk, technology, and strategic communications. Her past experience equips her well for this role.

Planning

• Retirement Planning