Simplifying estate settlement with empathy and compassion.
As a Post Death Specialist – Wealth Estate Officer, Cheryl provides comprehensive support to families navigating the complex process of estate settlement. With empathy and professionalism, she guides surviving family members and beneficiaries through the administration of a deceased client's estate, ensuring timely distribution of assets in accordance with the will, trust or applicable state laws. By serving as a central point of contact, Cheryl delivers clear, compassionate communication during a challenging time in her client’s lives.
Experience
- Started working in the financial services industry in 2009
- Joined Johnson Financial Group in 2022
- Obtained a Paralegal Certificate
Certain advisors are employees of Johnson Bank and Johnson Wealth, Inc. Additional information about Johnson Wealth, Inc. and its advisors is available on the SEC’s website at www.adviserinfo.sec.gov. Johnson Financial Group and its affiliates do not provide legal or tax advice. Please consult your own professional advisors.
Ask Me About
- Estate Settlement
Community Involvement
- Member of the Johnson Financial Group Inspiring Women ERG (Employee Resource Group)