Led by her warm and welcoming personality, Cheri van der Feltz is likely the first person a client will have contact with at Pinnacle Financial Advisors. As a team support specialist, Cheri is a gifted multitasker, overseeing all administrative functions, including maintaining the front desk, where she can be found answering phones, scheduling appointments, coordinating incoming and outbound correspondence, and maintaining the general functioning of the office. She can also be found handling database management activities to ensure the smooth running of the office.
With a decade of experience in the financial services industry, Cheri eagerly took on the role of manager of first impressions and put in place a protocol that helps deepen the client-advisor relationship. From keeping on top of client anniversaries and major milestones to touching base through personalized cards and calls, Cheri ensures that every Pinnacle Financial Advisors client receives a personal touch. She knows the value of showing them that they have a team backing them not only during the financial planning season, but throughout their lives.
Prior to joining Pinnacle Financial Advisors, Cheri was a stay-at-home mom for 27 years, running an active household of four children. She also spent nearly 17 of those years as a homeschool teacher, and doing various volunteer activities at her church and homeschool support group. Despite her busy schedule at the firm and home, Cheri is a supporter of ICAN, a free, family-centered youth service in Chandler providing a full complement of programs proven effective in equipping youth to achieve personal and academic success.
When she’s not in the office, Cheri enjoys cooking, baking, reading, long walks, and keeping in touch with her friends and family. She also enjoys traveling and corresponding with the two children she and her husband, Lennard, sponsor through World Vision.