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.

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

Cherry serves her community by serving as a board member on the Willamette Valley Estate Planning Council, volunteering for various nonprofits, and as the lead Pastor of a local 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.

Madisen Renee                         Matthew Isaac
Executive Assistant                  Accounts Administrator

Mikenna Beth
Administrative Clerk