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May 2022 by Ron Miller
I have been working with Cherie and Amanda for several years, Cherie is extremely knowledgable and was the right person for managing my finances
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February 2022 by Dave Ryan
Cherie is amazing! We switched to Cherie a few years ago and are so thankful that we did. She makes herself available and answers questions both quickly and thoroughly. The advice she provides us is targeting to our needs and plans for the future. Her recommendations are always comprehensive and creative. I can easily say we are more comfortable with our financial situation and future retirement plans than we have ever been. I've personally referred many friends and family to Cherie and Amanda and they have all been impressed and satisfied. Highly recommend giving her a call!
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February 2022 by Jacob Brandenburg
I switched my finances to Cherie just over a year ago and what a great impact this has had on my financial well-being! Cherie has been able to provide me with the confidence and knowledge necessary to feel on track with my retirement and career goals. Cherie helped me navigate a complicated work ESPP program as well as set up multiple accounts for different financial goals. Her employee, Amanda, has been nothing but lovely work with. I would highly recommend Cherie and her team if you want a financial advisor that is professional, friendly and responsive.
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May 2020 by Kyle Collins
Cherie is wonderful. She takes a full approach to figure out what your goals are, & whether you have immediate, short-term or long-term dreams. I have recommended several friends to her & will continue to do so. My wife & I are highly satisfied! Both her & Amanda are top-notch individuals that will help you on your financial journey.
