As a member, Cherion serves as the leader of the firm’s tax practice. She specializes in tax advisory and compliance services for businesses and individuals, serving clients in the manufacturing, distribution, financial services and real estate industries.  In addition, she has extensive experience in estate and trust planning and compliance, family office services, succession planning for business owners, retirement planning, tax planning for liquidity events, charitable gifting alternatives and consulting and compliance services for nonprofit entities.

Education

• University of North Alabama
  • Bachelor of Science, Accounting and Economics, summa cum laude
• College for Financial Planning
  • Certified Financial Planner Professional Education Program

Memberships

• American Institute of Certified Public Accountants (AICPA)
  • Personal Financial Planning Section
• Alabama Society of Certified Public Accountants (ASCPA)
  • Past Board Member
• Estate Planning Council of Birmingham
  • Past Board Member
  • 2021 President
• Vistage Worldwide
  • Member

Designations

• Certified Public Accountant (CPA)
• Certified Financial Planner (CFP®)
• Accredited Estate Planner (AEP®)