General Inquiry 800-658-9474
401(k) Inquiry 800-458-9111
As a Relationship Manager at Trust Point, Cherie is responsible for managing client relationships and administering trusts, private foundations, IRAs, and agency accounts. She specializes in trust administration, guiding clients and beneficiaries through the trust process with personalized support and thoughtful guidance. Cherie’s goal is to help beneficiaries understand their options, make informed decisions, achieve their financial goals, and navigate life’s transitions with confidence and peace of mind.
