Through a partnership with our independent broker-dealer, Cambridge Investment Research, Inc., we have access to a team of virtual office assistants who allow us to spend more time with our clients by taking on more administrative tasks. Cherie joined the Cambridge Source Office Assistant program in 2025 and specializes in assisting financial professionals with account management, reporting and planning, communication, and client management. Cherie earned a dual associate’s degree in administrative assistant and arts and science. She currently lives in Goodyear, Arizona, where she enjoys music, traveling, and spending time with her family and friends.