CHERYL HELTNESS
Columbia Associates Wealth Management Group Administrative Assistant; CAWMG

Cheryl is the steady hand that keeps the office running smoothly, answering calls, managing calendars and greeting clients. She supports all of the team members, in addition to front desk duties. She enjoys being the person that greets clients when they first come into the office, making them feel welcome. She has built lasting relationships with clients as they visit year after year.

Cheryl earned a degree in advertising and creative writing from San Jose State University in California, where she was also a student administrative assistant in the Dean’s Office, College of Business. After graduating, she worked in a small ad agency in San Francisco for about a year, then had the unique opportunity to work at Club Med in Port St. Lucie, Florida, and couldn’t pass it up. After Club Med, she worked at Cisco Systems in Northern California as an administrative assistant, and for eight years supported directors, managers and their staff before taking time off to start a family and stay home full time. She joined Tribune Wealth Management at LPL Financial in August 2011, and transitioned with the team to Raymond James in 2019.

Cheryl has a passion for live music and loves to go out dancing any chance she gets. She also enjoys a good book and the occasional Netflix binge. She lives in Tualatin with her husband, Eric; they have three children, Lilly, Mason and Evan, and a dachshund named Midge.