Cheryl Underwood was our January Coffee Chat Subject Matter Expert. Cheryl presentation was titled, Save, Grow and Preserve Your Assets. She covered topics from picking a financial advisor, to understanding what a fiduciary advisor means, to reviewing credentials. 

Cheryl also covered frequently asked questions and provided answers in between responding to participants inquiries. The survey results for this event were all fives (the highest possible score)!

Cheryl L. Underwood is an Executive Director – Investments at Oppenheimer & Co. Inc. (“Oppenheimer”). Cheryl has helped clients achieve their financial goals and aspirations for more than 20 years with her experience in retirement/pension plans and investments. She provides financial and investment advice helping clients to invest, grow, and preserve assets based on their individual needs and objectives. Her office is centrally based in East Lansing, Michigan.

Thank you, Cheryl, for sharing your knowledge with the Michigan Lean Consortium!