Amanda Trim

Financial Advisor

Since 2010 I have provided individuals guidance on establishing their individual financial goals and investment strategies. My mission is to provide my clients with a pathway to wealth accumulation, retention, and transfer of assets by creating and implementing strategies tailored to their unique goals.

My approach is simple, provide my clients with appropriate advice addressing their quality of life with the goal being sustainable and actionable solutions. My goal is to provide my clients with clarity, to educate, and to make significant and tangible progress toward their financial goals, maximizing the family’s enjoyment of their wealth now and in the future.

To prepare myself to deliver on my client mission statement, I have earned my FINRA Series 63 and 7 in addition to my Texas State Insurance. Specifically, I provide guidance in:

Retirement Planning

Retirement Strategies

Estate Planning Strategies

Portfolio Management

Disability Insurance, Life Insurance, Long-Term Care Insurance

Working in conjunction with individuals and their families together we develop and implement a comprehensive financial plan which allows us to work toward your financial goals and to make more educated financial decisions in today’s uncertain political, economic and social environment.

If you are interested in a review of your current financial situation or in how I can help you build, manage, preserve and transition your wealth please contact me today.

Susan Lindholm

Office Manager

Susan brings a long history and genuine passion to her role as Office Manager where she provides administrative and client support for Cherry Wealth Management. She brings over 24 years of financial services experience to her role and enjoys developing both personal and professional relationships with our clients.

She has served in various roles in the financial services industry ranging from assistant branch manager to working directly for the President and General Sales Manager of a regional broker/dealer. She began working with Amanda in 2011 becoming a senior branch office administrator in 2013 and was offered partnership at Edward Jones in 2014.

She joined Cherry Wealth Management in 2021 and working behind the scenes keeps every step of our client service process running smoothly.