Cheryl Schwende

Client Associate

Cheryl has been the chief concierge for over 25+ years.

With her wealth of knowledge and effective communication skills, she is able to address many inquiries while ensuring the clients growing needs are met. Cheryl is responsible for building client relationships and providing exceptional client service. Her expertise is in Registered Education Savings Plans, Tax-Free Savings Accounts and other registered products. As the founder of our “no voicemail policy during business hours” her cheerful voice will be your first point of contact.