Dr. Preston D. Cherry

Dr. Preston D. Cherry, AFC®, CFT™, CFP®, is the Founder and President of Concurrent Wealth Management, where a transformational personal financial planning process is designed to align clients' financial resources with their life purposes. Dr. Cherry also serves as the author of "Wealth In The Key of Life: Finding Your Financial Harmony," set for publication in December 2024, and holds the position of Director at the Charles Schwab Foundation Center for Financial Wellness at UW-Green Bay, promoting financial education and empowerment. Additionally, Dr. Cherry is the Head of the Financial Planning Program and an Assistant Professor of Finance at the University of Wisconsin-Green Bay. Previous roles include Advisor Specialty Coach at Carson Coaching, Instructor at Dalton Education, and various positions in financial services with a focus on investment management and holistic financial planning. Dr. Cherry holds a PhD in Personal Financial Planning and a Master's degree in the same field from Texas Tech University, alongside a BBA in Finance from Prairie View A&M University.