Bachelor of Science, Accounting and Economics, summa cum laude, University of North Alabama
College for Financial Planning, Certified Financial Planner Professional Education Program
Cherion Sibley, CPA, CFP®
Private Client Services
As a Member in the accounting firm BMSS, LLC, Cherion specializes in tax planning and compliance for high net worth individuals and closely-held businesses, as well as financial planning services. She brings over 25 years of experience in planning and advisory services to the EverSource team as the Director of Private Client Services.
Cherion is responsible for the integration of comprehensive financial planning services for high net worth families into the offerings of EverSource customers. Through the Private Client Services offering, EverSource customers enjoy the resources and depth of knowledge of a large advisory firm and CPA firm. Cherion leads the team of professionals that work alongside EverSource customers to provide them the support to best serve the financial planning needs of their clients.
From her breadth of experience, Cherion offers expertise in compliance and administration for estates and trusts, succession planning for business owners, tax planning for liquidity events, family office services, charitable gifting alternatives, and consulting and compliance services for nonprofit entities.
Cherion grew up in Muscle Shoals, Alabama, and currently resides in Birmingham with her husband, Barry, and their two sons. In her free time, you can often find her at her sons’ baseball games or music performances. She also enjoys traveling, exercising, and spending time outdoors.
Professional Designations & Affiliations
· Certified Public Accountant (CPA)
· Certified Financial Planner (CFP®)
· American Institute of Certified Public Accountants (AICPA) - Personal Financial Planning Section
· Alabama Society of Certified Public Accountants (ASCPA)—Current Board Member
· Estate Planning Council of Birmingham – Current Board Member
· Financial Planning Association
· Childcare Resources – Past Board Member and 2016 Chairman