Cheryl J. Sherrard
Profile
Ms. Cheryl J.
Sherrard joined Rinehart Wealth Management as a Financial Planner in 2003.
Prior to joining the firm, She was employed with McGladrey & Pullen, LLP in Charlotte.
While there, she specialized in gift taxation and provided support to the Wealth Management group in the area of financial planning.
Ms.Cheryl graduated from Mount Union College in Alliance, OH, with a double major.
She attended the University of California, Berkeley and received a certificate in Personal Financial Planning in 1998.
She is an Accredited Tax Preparer, a Certified Financial Planner Certificant, and a Registered Advisor of the National Association of Personal Financial Advisors.
Ms. Cheryl is an active member of the Financial Planning Association and current Chair of the South Region Board of the National Association of Personal Financial Advisors.
Former positions of Cheryl J. Sherrard
| Companies | Position | End |
|---|---|---|
RSM US LLP
 RSM US LLP Miscellaneous Commercial ServicesCommercial Services RSM US LLP engages in the provision of accounting services. It offers audit, tax, consulting, and wealth management services. The firm serves the energy, government, life sciences, manufacturing, private equity, and real estate and construction industries. The company was founded by Ira B. McGladrey in 1926 and is headquartered in Chicago, IL. | Corporate Officer/Principal | - |
First Personal Financial Services, Inc.
 First Personal Financial Services, Inc. Investment ManagersFinance First Personal Financial Services, Inc. (do-business-as McShane Partners) is a wealth advisory boutique headquartered in Charlotte, North Carolina. The firm was founded by Mary Rinehart in 1985. McShane Partners provides customized wealthy advisory, investment management, and financial planning services and solutions to high-net-worth individuals and families. | Corporate Officer/Principal | - |
Training of Cheryl J. Sherrard
| University of Mount Union | Undergraduate Degree |
Experiences
Positions held
Linked companies
| Private companies | 2 |
|---|---|
First Personal Financial Services, Inc.
First Personal Financial Services, Inc. Investment ManagersFinance First Personal Financial Services, Inc. (do-business-as McShane Partners) is a wealth advisory boutique headquartered in Charlotte, North Carolina. The firm was founded by Mary Rinehart in 1985. McShane Partners provides customized wealthy advisory, investment management, and financial planning services and solutions to high-net-worth individuals and families. | Finance |
RSM US LLP
RSM US LLP Miscellaneous Commercial ServicesCommercial Services RSM US LLP engages in the provision of accounting services. It offers audit, tax, consulting, and wealth management services. The firm serves the energy, government, life sciences, manufacturing, private equity, and real estate and construction industries. The company was founded by Ira B. McGladrey in 1926 and is headquartered in Chicago, IL. | Commercial Services |
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