Cheryl Maddox is an Operations Specialist at Focus Forward, where she supports RIAs and hybrid advisors with a wide range of client service needs. Her work includes handling movement, setting up systematic withdrawal and periodic investment plans, updating beneficiaries, assisting with account balance and inquiries, and supporting other day-to-day service requests. She also provides backup support in preparing meeting agendas and debriefs to help advisors stay organized and prepared.

With more than 20 years of experience in wealth management supporting high-net-worth clients, Cheryl has built a career centered on operations excellence. She is known for her warm, personalized approach and dedication to delivering reliable, high-quality support that enhances the overall client experience.

Cheryl’s favorite core value is Client, Team, and Self. She consistently prioritizes client needs and goals, collaborates closely with colleagues, and takes pride in her accountability and follow-through. These values shape her approach and contribute to consistent service and strong team performance.

What Cheryl enjoys most about working at Focus Forward is supporting advisors behind the scenes so they can focus on strengthening relationships with existing clients, growing their client base, and scaling their practices with confidence.