Cheryl Simoncelli, CPFA^®

From her very first job selling shoes at Burton Shoes at Six Corners in Chicago, Cheryl Simoncelli has understood the importance of finding the perfect fit for a customer. “A client’s happiness is my goal,” says Cheryl.

Cheryl has 20+ years of experience helping clients achieve their retirement dreams. She has managed 401(k) 403(b), profit sharing, defined benefit, and non-qualified plans for many plan sponsors. As a member of the Retirement Plan Services Team at Trust Company of Illinois, she helps business-owner clients make effective decisions about this important benefit offering. She also collaborates with HT|TC Wealth Partners’ investment professionals to research, model and implement appropriate investment strategies for each plan.

Cheryl graduated from Northeastern University and has earned a Certified Plan Fiduciary Advisor (CPFA^®) designation from the National Association of Plan Advisors. Away from the office Cheryl loves spending time with her family and tending to her beautiful garden.