Teresa Cherry
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 owning family.
She is highly credentialized as a Certified Public Accountant, Certified Financial Planner, and Fellow of the Esperti Peterson Institute for Wealth Strategies Planning at Michigan State University. Teresa was the first CFP to become a Certified Mergers & Acquisition Advisor.
She brings a unique ability to recognize opportunities for integrating business and personal solutions to enhance the overall benefits. Her background includes employment at an international public accounting firm, an investment banking house, and a national trust company, before starting her own firm
