Cheryl A. Simoncelli, CPFA^®

RETIREMENT PLAN SERVICES ADVISOR

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.