Agraduate of the University of North Texas with a major in Marketing, Cheryl has a background in banking and CRM. Having worked for two large bank holding companies and two smaller independent banks, her experience includes teller duties, wire transfer and ACH, new accounts, human resources, branch management, marketing, and CRM that covers 25+ years in bank operations.
Currently part of the operations team at Smith Anglin, her duties as Ops Manager include handling client billing, managing the Orion CRM system, and serving as the Team Lead for the Smith Anglin Financial Internship Program. She has two grown children, Brittany, who is an international tax accountant and lives in NYC and Kristoher, who is a middle school teacher and coach and lives with his wife Allie and new baby, Ryder, in Ft Worth.
“Smith Anglin is a client oriented, personal touch practice that values its clients and employees alike. It combines both worlds.”
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Contact Us
14755 Preston Road, Suite 700
Dallas, TX 75254
972.267.1244 local
800.301.8486 toll free
972.267.1243 fax
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About Smith Anglin Financial
Founded in 1967, Smith Anglin is a wealth management practice based in Dallas, Texas. As trusted financial stewards, we provide an elevated standard of care and manage over $1.9 billion in client assets* for a select group of pilots, families, individuals, and business owners in 48 states and abroad. With deep roots in accounting, tax planning and aviation retirement readiness, our mission is to conscientiously help secure the financial well-being of our clients over the course of their lives, working diligently to help them achieve their goals, dreams and financial security.
*Data current as of 6/16/2025
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HTA Client Relationship Summary
HTS Client Relationship Summary
Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Securities offered through Hightower Securities, LLC, Member FINRA/SIPC. brokercheck.finra.org