As VP of Products, Cheryl defines the product strategy and roadmap for WealthCounsel’s software product portfolio and oversees product prioritization and development. Her focus is ensuring that WealthCounsel delivers high-quality, meaningful products that contribute to the overall success of WealthCounsel’s member firms.
Since joining WealthCounsel in 2017, Cheryl has been directly involved with translating the needs of WealthCounsel members into actionable development requirements for numerous member website features for drafting, community, and education. She has also driven the design and development of large projects such as Wealth Tracx, WealthCounsel’s content development tools, integrations, and the next version of document drafting. Cheryl has over 25 years of experience defining software requirements and coordinating across teams to launch, maintain, and enhance products that meet users’ needs.
Cheryl earned a BS in Business Operations from DeVry University and an MBA from Arizona State University. She currently lives in Salt Lake City, Utah, with her husband and two children.