Cherry Daniels, CTFA, MBA
Owner & Trust Administrator

Professional Bio

Cherry brings more than 25 years of specialized experience in trust and estate administration and financial management. Her background—including a decade as a bank Vice President and Lead Trust Officer—has equipped her with deep, practical expertise in trust, estate, and probate administration. She is known for her integrity, compassion, and unwavering commitment to placing her clients’ best interests first.

Cherry holds a Bachelor of Science in Organizational Leadership and Finance from Colorado Christian University and a Master of Business Administration with a finance concentration from Corban University. She maintains her Certified Trust and Financial Advisor designation through the American Bankers Association and is also a Certified Guardian through the National Guardianship Association.

Off the Job

Cherry’s greatest joy is her family: her husband, three sons, two daughters‑in‑law, and two precious grandsons. When she’s not working, you’ll find her with them: laughing over game nights, exploring nature, worshiping together, or escaping to the Oregon coast. She finds rest in the simple things: playing the piano, writing, reading, and breathing in the salty air at the beach.

In the Community

Cherry serves her community in multiple leadership roles, including as a board member of the Willamette Valley Estate Planning Council, a guest facilitator for Trust and Estate Clinics, a REFIT®‑certified instructor, and a licensed minister within her local Christian congregation. She also serves on the board of directors for Spirit & Life Seminary and facilitates courses for the Oregon Bible Institute, allowing her to share her passion for education, ministry, and lifelong learning.