Teresa Cherry has provided personal income and estate tax sensitive financial consulting for over 20 years. She has a keen awareness of the challenges faced by business owners in today’s globally competitive marketplace and has formed The Family Wealth Collective to serve the unique needs of the middle market business owner family.
She has a B.B.A. in accounting and finance from Loyola University Chicago and has done advanced work at DePaul and Michigan State. Additional designations include Certified Public Accountant (CPA), Certified Financial Planner (CFP), and Fellow of the Esperti Peterson Institute for Wealth Strategies Planning at Michigan State University. The first CFP to become a Certified Merger & Acquisition Advisor (CM&AA), she brings a unique ability to recognize opportunities for integrating business and personal solutions to enhance the overall benefits. Ms. Cherry’s background includes employment at an international public accounting firm, an investment banking house, and a national trust company, before starting her own firm.
She is a contributing author of Giving, Philanthropy for Everyone and Ways & Means: Maximize the Value of Your Retirement Savings, as well as numerous articles, and speaks frequently to business owners and advisors on a variety of topics.
Ms. Cherry has served as an officer and board member of professional organizations, including the Illinois Society of Certified Public Accountants, Alliance of Merger & Acquisition Advisors, and Financial Planning Association. She is also active in many community and charitable organizations.
