Broker Check
Cheryl A. Evans* CLU®, ChFC®, CASL®, LUTCF®

Cheryl A. Evans* CLU®, ChFC®, CASL®, LUTCF®

President and General Agent, Investment Advisor

President and Founder of Centric Financial Group, LLC.

Investment Advisor Representative of OneAmerica Securities, Inc.

A graduate of The Ohio State University with a Bachelor of Science and a Master of Science, Cheryl started her career as a fashion buyer with Federated Department Stores. Next, she worked in the family farming and trucking business. She became the marketing director for a startup cosmetic firm before becoming licensed to sell insurance and investments products.

 

Education, Experience and Expertise

Through out her career, Cheryl has focused on continuous education and has earned several designations through the American College:

            CLU – Chartered Life Underwriter

            ChFC – Chartered Financial Consultant

            CASL – Chartered Advisor for Senior Living

She has also completed the programs for:

            CLTC – Certification for Long-Term Care

            LUTCF – Life Underwriting Training Council Fellow

Cheryl has always worked with clients directly to help them achieve their financial goals with a specific emphasis on retirement planning.  She has a tremendous amount of experience serving her own clients plus assisting the talented advisors and representatives of Centric Financial Group, LLC  as they develop financial strategies for individuals and businesses owners.

Management Experience

With 36 plus years of experience in the financial services industry, Cheryl has demonstrated success in training and developing new representatives . She serves as a coach for experienced advisors to take their business to the next level. She has had agency building responsibilities for 33 plus years starting with New England Financial and the MetLife Enterprise serving as a Disability Specialist, Sales Manager, Associate General Manager, Agency Director and Co-Managing Director.  Now as the President and General Agent of Centric Financial Group, LLC, she leads a dynamic group of representatives that are client centric. Our clients’ success is our focus.

Community Involvement

Cheryl is a member of The Society of Financial Service Professionals .She is a two year past president and served on the board for an additional seven years. She is a supporter of BalletMet and served as a Board trustee for 7 years. She was active with The Ohio State University Philanthropic Council for the Sports Medical Hospital.  She has maintained a close relationship with her sorority Kappa Alpha Theta since college and helped start the Golden Theta Scholarship Fund for Undergraduate Ohio State University Thetas or Thetas from the other Chapters in Ohio.

Family

Cheryl and John have been married for 50 years. They live in Powell Ohio and The Retreat at Evans Farms on the weekends. Worthington was their home for 35 years, where they raised their 6 children, Michelle, Moriah, Justin, Christina, Amber and Angela. They are also thrilled to have 8 grandchildren; Otso, Oona, Reppart, Caden, Gillespie, Wells, Astrid and Charlise with more grandchildren on the way. She likes to spend time in her flower gardens and traveling with her family.