Cherry Daniels, CTFA, MBA
Owner & Trust Administrator

Professional Bio

Cherry has over 27 years of experience in trust/estate administration and financial management. Her years of service in the fiduciary and financial industries, including ten years as a bank VP and Lead Trust Officer, have enabled her to develop unique experience and expertise in trust, estate, and probate administration. As a professional fiduciary, she is fully committed to and passionate about always putting the best interests of her clients first.

Her education includes a Bachelor of Science in Organizational Leadership & Finance from Colorado Christian University and a Master of Business Administration with a finance focus from Corban University. Cherry earned and maintains her Certified Trust and Financial Advisor designation from the American Bankers Association and is a Certified Guardian through the National Guardianship Association.

Off the Job

Cherry is a proud wife, mother of three sons and two daughters-in-law, and grandma to one adorable grandson. Most of her spare time is spent with her family, who shares her love for God, game nights, nature, and weekends at the coast. Cherry relaxes by playing the piano, reading a good book, spending time on the beach, and taking nightly walks.

Community

Cherry serves her community as a board member on the Willamette Valley Estate Planning Council, a Voices of Hope for Liberty House member, volunteering for various nonprofits, and as the Co-Pastor of a local Christian congregation. Cherry also serves as a member of the board of directors for Spirit & Life Seminary and as a facilitator for the Oregon Bible Institute, enabling her to share her passion for education and ministry.