Cheri Esterle, Receptionist & Client Service Coordinator- App. Scheduling and Client Follow-up

CheriAs our Receptionist, Cheri is your first contact with VFA when you come into our office. She is responsible for answering and routing all incoming calls, and for all activities directly associated with VFA client contact. This includes scheduling and confirming upcoming planning appointments and obtaining, from clients, all the required information necessary to complete their financial analysis. Cheri assists Advisors by maintaining VFA databases and generating reports that help to track and maintain the ongoing process of your financial planning. She is also responsible for the transcription of all advisor notes regarding any calls or meetings with you. Should you need a copy of those notes, or your required “homework” items from a recent meeting, Cheri is the person to contact.