My Role:
Cheri is the Planner Assistant to Mr. Robert L. Hamlin Jr. In this role, Cheri focuses on providing administrative and operational support, and works alongside Mr. Hamlin to assist clients in meeting their financial goals. She is committed to ensuring our clients are provided with a positive client experience with each interaction.
Work History:
Cheri joined IronBridge Wealth Counsel in 2022. Prior to joining IronBridge, Cheri was a Firm Administration Manager for a local CPA firm. Previously, she was a Process Improvement Officer, Auditor, Risk Manager, and Compliance Support Specialist for a Fortune 500 Company.
Where I Come From:
Cheri was born and raised in Virginia Beach, VA. Cheri moved to San Antonio, TX where she spent 2 years with her husband, Chris, prior to moving back to Virginia Beach to start their family. Cheri also considers the Outer Banks of North Carolina her second home, as she spends much of her free time in the winter months enjoying the tranquil beach atmosphere.
My WHY:
Cheri was fortunate to have been exposed to general business operations at a very early age by assisting her family with their commercial construction business. It was during that time that she had the opportunity to develop a strong work ethic which provided her the foundation needed to succeed in her career within the finance industry.
Community Engagement:
Cheri has devoted her charitable efforts to support Pediatric Cancer, Lung Cancer, and Testicular Cancer Research.