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Cheryl Dietz

Cheryl Dietz

Investment and Tax Services Associate

Cheryl joined the firm in the fall of 2022 after working in banking and accounting. She grew up in the Boyertown area and graduated from Oley Valley High School.

Cheryl has over five years experience in banking customer service and relationship management. She also has extensive automotive accounting office experience. She is thrilled to dive back into the finance world and to broaden her knowledge in financial management, as well as, becoming an Enrolled Agent to assist clients in filing their tax returns.

Cheryl enjoys spending time with her husband, Ryan and their four children, Mackenzie, Lilly, Logan & Calvin. She also loves reading, puzzles, and history.