We would like to wish you much love and peace during this season
Financial Lifestyle Concierge Service
- NO Hassle Rollovers
- Customized Retirement Design
- Legacy Planning
- Financial Management
- Separated, Divorced or Widowed
- QDRO's
S.H.E. by Design
Cherese L. Spand has thrived in the financial services industry for over a 20 years. She attended Mercy College in Dobbs Ferry NY.
Her corporate and secular experience has grown into a Passion to educate her clients in the areas of insurance, tax-free retirement planning and asset protection.
Having the background as a Cosmetology Educator coupled with strong managerial skills and training created a perfect storm.
The collaboration of the two industries prompted Cherese to address a need that was lacking, Financial Literacy for Women and Women in business.
Cherese’s unique skill set and determination has set her apart in the Financial Services arena. Her focus is educating families on the importance of having a solid financial blueprint.
Former Executive Board Member for Monroe County Women’s Commission.
And the Diversity Council for the LKN Chamber of Commerce.
Member of Rotary International where she won Distinguished Rotarian of the year for 2018-2019.