Your Fiduciary Team

Cherry Daniels
CTFA, MBA, & Managing Partner

Professional Bio
Cherry has over 12 years of experience in trust and estate administration and 14 years of non-profit financial management. Cherry's years of service in the fiduciary and financial industries, including ten years as a bank 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.

Off the Job
As a wife and mother of three sons and one daughter-n-law, Cherry's family receives most of her spare time and attention. Her family shares her love for God, hiking and weekends on the coast. Cherry relaxes by playing the piano, reading a good book and taking her nightly walks.

Community
Cherry serves her community as the senior Pastor of a local congregation, can be found volunteering for a number of nonprofits and is a facilitator for the Oregon Bible Institute.

Andrea Downs
Founding Partner

Coming Soon...