Your Fiduciary Team

Cherry Daniels, CTFA, MBA
Owner & Trust Administrator

Professional Bio

Cherry has over 27 years of experience in trust/estate administration and financial management. Cherry's 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. And, 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 Bachelors of science in Organizational Leadership & Finance from Colorado Christian University and a Masters of Business Administration with focus on finance 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 daughter-n-laws, and grandma to one adorable grandson. Most of her spare time is spent with her family who shares her love for God, game night, nature, and weekends at the coast. Cherry relaxes by playing the piano, reading a good book, spending time on the beach, and taking her nightly walks.


Cherry serves her community by serving as a board member on the Willamette Valley Estate Planning Council, a member of Voices of Hope for Liberty House, volunteering for various nonprofits, and as the lead 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 which enables her to share her passion for education and the ministry.

Your Administrative Staff

Mikenna Beth                           Matthew Isaac
Executive Assistant                  Accounts Administrator

Micah Flores
Administrative Clerk