Cheryl believes in taking a holistic approach when it comes to investing. The foundation of her approach is a combination of both building healthy relationships with her customers and being able to educate them financially. When asked to explain the process that she uses when assisting a customer, Cheryl replies, “It’s important to begin the process by helping the customer identify their goals and objectives. Once healthy investment goals are identified, I work with the customer to implement those concepts and help them track the activity of the investments throughout their lifetime.”
Cheryl’s career began in 1986. At the start of her career, she worked for several leading institutions as a registered financial representative. With a few years of educating financial advisors under her belt and becoming a regional wholesaler, she later took on a role with one of the industry’s top financial institutions, Nicholas Applegate Capital Management. During her time there, she was promoted and given the opportunity to work with several large institutional clients. She eventually started working for LPL Financial as an Advisory Consultant, where her relationship with ANBTX began. Throughout the course of working with ANBTX, she contributed to some notable success which later led to an offer to work for ANBTX. She accepted the offer, making this the tenth year that she has been providing solid leadership to our investment professionals in the Investment and Advisory Services Division and excellent service to our customers.
Cheryl has been recognized multiple times as a Five Star Best Wealth Manager by Wealth Magazine.* She was also featured in the Bank Investment Consulting Magazine as a Top 50 Program Manager (ranked 47 in the nation) in 2015. In additional to her work, Cheryl is rooted in her community. She is a Leadership Rockwall alumni and a member of the Rockwall chamber. She has served on various committees and programs through LPL Financial. She has also served as an advisory council member through LPL Financial where she has been hands on with various projects and programs.
Cheryl is a persuasive coach and proven leader. She deftly influences at a high level, extracting maximum value from her investment professionals. She strives to create an environment supportive of change and growth. Her ultimate goal is to equip her team with skills that will allow them to exceed the expectations of their clients, helping them to pursue and sustain healthy financial statuses.
- FINRA Series 6, 7, 24, 63 and 65 registrations with Ameriprise Financial and
- Life, Accident & Health Licenses