Institutional Relationship Manager, Partner
Cheryl coordinates investment policy statements with underlying investments and educates executives, committees and employees about their 401(k) plan and the importance of saving for retirement. Cheryl is a Certified Retirement Services Professional (CRSP®) and a Cannon Honors Graduate in the Retirement Plan Services school curriculum. To graduate with honors, it is required to score 90% or better on each Cannon exam and to pass the American Bankers Association certification exam. Cheryl is also a Certified Financial Education Instructor who encourages retirement participants to take positive action toward their financial well-being.
“None of us, including me, ever do great things. But we can all do small things, with great love, and together we can do something wonderful.”
Cheryl worked in the banking industry and earned several Chairman’s Club awards when she was Vice President and Branch Manager at Regions Bank for over ten years. This award honors the top ten percent of associates across 16 states and is the company’s top annual performance recognition. She studied business administration at the University of Alabama.
Cheryl takes pride in her four children and emphasized the importance of education. Two children graduated from Clemson University, one from James Madison University and one graduated from both Furman and Duke University. She is a founding member of the Signal Mountain Business Association and served as Treasurer for three years.