Cheryl is the Vice President of Colony Wealth Management, a Senior Wealth Advisor, and a Principal of The Colony Group. She works with both individual and corporate clients to design and implement personalized wealth management plans focused on tax efficiency, philanthropy, and the utilization of equity-based compensation and benefit plans. Cheryl is a CERTIFIED FINANCIAL PLANNER™ practitioner, an Enrolled Agent before the Internal Revenue Service, and formerly served as a Quality Control Officer of The Colony Group. Prior to joining The Colony Group, Cheryl was employed as a Financial Counselor for The Ayco Company, L.P., where she provided financial counseling and tax services for senio