Partner & Chief Operating Officer, Werth Wealth Management & Financial Advisor
“Take pride in what you do and bring your best effort every day” sums up Cheri’s daily approach to life. Cheri puts her heart into her work each day, living out her personal philosophy that “anything worth doing is worth doing well.” The virtues she values most--integrity, honesty, and compassion--she believes are reflected in the character of the entire staff at Werth Wealth Management, and most clearly exemplified by Tim Werth.
Cheri’s role has evolved over the years from client reporting and review preparation, model portfolio trading, and specialized projects, to practice management and firm development. Cheri goes the extra mile to add value—anticipating needs and staying a step ahead by striving to have answers to questions before they are asked. Her organization and work ethic are beneficial in managing the day-to-day operations of the firm.
A love of numbers and eye for detail motivated her to study accounting and finance at Fort Hays State University. Working with the talented, trustworthy and sincere team at Werth Wealth Management while still in college made her realize that she had found the right place to be.
She points out that “the foundation of each relationship is genuine interest and concern to know what the client wants to achieve, not only now, but in each stage of their lives as well as what kind of legacy they aspire to leave behind. Our client relationships are built on trust and transparency; we put clients and families at ease.”
For Cheri, time outside the office is usually spent outdoors with family and friends. Camping, boating and being outdoors on the lake are favorite activities Cheri enjoys with her husband, Heath, and children, Tate and Shelby.