Misty Cherniss

Misty Cherniss, MBA, CFP®

Paraplanner

I collaborate with our team of advisers to help ensure that the needs of our clients are met. My responsibilities include answering client phone calls and correspondence, preparing financial plans, and performing money movements and other account maintenance duties. I enjoy helping people see the different options available before them and empowering them to make decisions to live their best lives.

EDUCATION AND QUALIFICATIONS

MBA, Texas A&M University – Corpus Christi
BBA, Finance, Texas A&M University – Corpus Christi
CERTIFIED FINANCIAL PLANNER™ Professional

PERSONAL INTERESTS

Spending time with my husband and children
Hiking and being outdoors
Live music
Traveling

COMMUNITY PARTICIPATION

Donor, Children with Hair Loss
Volunteer, Meals for Elderly

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