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Cheryl Heltness

Cheryl Heltness

Administrative Assistant

Cheryl is the steady hand that keeps the office running smoothly by answering calls, managing calendars, and greeting clients. She supports all the team members, in addition to front desk duties. She enjoys being the person that greets clients when they first come into the office, making them feel welcome. She has built lasting relationships with clients as they visit the office.

Cheryl earned a degree in advertising and creative writing from San Jose State University in California, where she was also a student administrative assistant in the Dean’s Office, College of Business. After graduating, she worked in a small ad agency in San Francisco for about a year, then had the unique opportunity to work at Club Med in Port St. Lucie, Florida. After Club Med, she worked eight years at Cisco Systems in Northern California as an administrative assistant supporting directors, managers, and their staff before taking time off to stay home and start a family. She joined Tribune Wealth Management at LPL Financial in August 2011, Raymond James Financial Services in 2019, and transitioned with the team to Concurrent Advisors in 2023.

Cheryl has a passion for live music and loves to go out dancing any chance she gets. She also enjoys a good book and the occasional Netflix binge. She lives in Tualatin with her husband, Eric; they have three children, Lilly, Mason and Evan, and a dachshund named Midge.