Cherie is a dedicated Financial Wellness Advisor at Plancorp, a strategic partner of BrightPlan. She brings the heart of a teacher to every conversation – over 5,000 and counting. Centering the client as the expert, Cherie serves as a guide to clarify goals and priorities, introduce strategic ideas, and then brainstorm possible next action steps.
She also mentors new financial professionals, presents at national & regional conferences, has co-authored chapters in books on housing & financial counseling, and is published in multiple academic journals.
Growing up in rural northeast Kansas, Cherie learned strong money management from living on a multi-generation farm that served her well as a supportive Coast Guard spouse for twenty years. Currently, Cherie and Tim are now settled in the Bay Area near their two children & only grandchild.