Cheryl is the Vice President of Colony Wealth Management, a Senior Wealth Advisor, and a Principal of The Colony Group. She works with both individual and corporate clients to design and implement personalized wealth management plans focused on tax efficiency, philanthropy, and the utilization of equity-based compensation and benefit plans. Cheryl is a CERTIFIED FINANCIAL PLANNER™ practitioner, an Enrolled Agent before the Internal Revenue Service, and formerly served as a Quality Control Officer of The Colony Group.
Prior to joining The Colony Group, Cheryl was employed as a Financial Counselor for The Ayco Company, L.P., where she provided financial counseling and tax services for senior executives of Fortune 500 Corporations throughout the southeastern United States. Cheryl earned a Bachelor of Science in Finance from Siena College. She is a 5-time winner of the Five Star Wealth Manager Award, as published by Boston Magazine.*
In her free time, Cheryl enjoys spending time with her children and is active in her community. She also volunteers her time as a board member of Make-A-Wish® Massachusetts and Rhode Island.