Advisors

Advisors + We welcome you to reach out to us by clicking the email link in the Contact Us section.
	Wm. Eric Clark CFP®, President, Chief Operating Officer & Financial Advisor Eric Clark joined our firm in 1999 after 13 years with Bank of America and its predecessors. During his tenure with Bank of America, his responsibilities included banking center management, process re-engineering, new product development, project management and consumer product marketing. In addition to managing his clients’ finances, he is responsible for the daily operations of our firm. A 1985 graduate of the University of Kentucky, Eric earned his Masters in Business Administration from Wake Forest University’s Babcock School of Management in 1999. Eric is a Certified Financial Planner™ Certificant and a Corporate Professional of the National Association of Personal Financial Advisors (NAPFA). He is a member of the Board of the Community Weekday School, a program of the Episcopal Diocese of North Carolina, and Christ Episcopal Church volunteer coordinator for the Men’s Emergency Winter Shelter.
	Cheryl J. Sherrard CFP®, ATP, Director of Financial Planning Cheryl J. Sherrard joined Rinehart Wealth Management as a Financial Planner in 2003. Prior to joining the firm, Cheryl was employed with McGladrey & Pullen, LLP in Charlotte. While there, she specialized in gift taxation and provided support to the Wealth Management group in the area of financial planning. Cheryl graduated from Mount Union College in Alliance, OH, with a double major. She attended the University of California, Berkeley and received a certificate in Personal Financial Planning in 1998. Cheryl is an Accredited Tax Preparer (ATP), a Certified Financial Planner™ Certificant, and a Registered Advisor of the National Association of Personal Financial Advisors (NAPFA). She is an active member of the Financial Planning Association (FPA) and current Chair of the South Region Board of the National Association of Personal Financial Advisors (NAPFA). Cheryl is active in Urban Ministry's “Room in the Inn” and runs the Inn’s Clothing Closet at Matthews United Methodist Church.
	Marilyn Spencer CFP®, EA, Financial Advisor Marilyn Spencer joined our firm in 2008, after working in public accounting for 10 years. She began her career as a Tax Consultant in the Charlotte, London and Sydney offices of PricewaterhouseCoopers, LLP. After returning to the States, she worked as a tax supervisor at RSM McGladrey, Inc. During her tenure in the accounting industry, she specialized in tax compliance and planning for high-net-worth individuals and executives working overseas. Marilyn earned a Bachelor of Arts degree from Colgate University. She is an Enrolled Agent, which is a tax-only designation granted by the IRS, and is also a Certified Financial Planner™ Certificant. She is a member of the Financial Planning Association (FPA) and a Corporate Professional of the National Association of Personal Financial Advisors (NAPFA). Marilyn volunteers with the Humane Society and the Volunteer Income Tax Assistance program.