New Business Coordinator
Cherolyn is a New Business Coordinator that specializes in helping clients set up their accounts and also facilitate any transfers. She is quickly becoming an expert with MorningStar Analytics as well as the Charles Schwab portals and she has also been instrumental in assisting service clients with Fitzwilliams Wealth Management. Cherolyn is from Waco, TX, and moved to Virginia Beach in 2019 with her daughter and granddaughter. Cherolyn worked for many years in the health care industry as a medical records supervisor and has a passion for helping people - she constantly volunteers with several outreach programs in her spare time. Cherolyn has a degree in Health Information Technology from Devry University and she loves art, poetry, and fashion.