Cheryl is the Business Manager for Intergy Private Wealth and started with Mark and Charlie in 2019. Cheryl’s experience in the finance and planning world has been ongoing since 2011 where she started with Northwestern Mutual in Denver, CO. She knows the ins and outs of the financial industry through her many roles including life and disability insurance, client servicing, and orchestrating operations.
She received her Associate of Applied Science in Accounting from Savannah Technical College in Savannah, Georgia in 2010. She holds her Life and Health and Long-Term Care license.
Cheryl lives in Monument with her daughter Chloe, dog Paris, and cat Stewart. Cheryl is an active participant at New Life Church and serves weekly in Kids Ministry with her daughter, Chloe. In her free time, Cheryl enjoys reading, fishing, and going horseback riding with her daughter.