Cheryl is the lead service advisor for our 401(k) client base. She is responsible for plan investment reviews, employee educational meetings and one-on-one investment consultations.

Cheryl is in the process of completing her bachelor's degree in Business Administration at Ottawa University. She has 18 years of investment experience in the retirement plan industry.

Cheryl holds the Series 6, 63, 65 and Wisconsin Life Insurance license and is a member of Wisconsin Retirement Plan Professionals Ltd. Prior to joining Christiansen Investments, she was a Vice President & Relationship Manager at US Bank.