Cheryl Norman, CLU®, ChFC®

Navigate the milestones in your life with personalized financial guidance to reach your goals through every stage.

With nearly two decades of experience in financial services, Cheryl Norman’s practice has a diverse national client base with a focus on the northern tier of Ohio. Her attention to detail and dedication to her client’s economic well-being has developed into a proficiency in working with individuals who want to apply a detailed and methodical approach as they build their personal financial plan.

Cheryl can guide you in putting the proper financial approach and tools in place for your individual situation. She is an advisor who will be with you as you navigate through the milestones in your life. She will take an expansive look at where you are now and assist you in developing a plan to reach your goals. Cheryl is committed to providing consistent service and communication. In particular, on-going monitoring of your strategy and financial portfolio is a vital component of the service that Cheryl will provide to assist with the pursuit of your financial goals.

Cheryl’s areas of concentration include investment portfolio design, retirement strategies (both accumulation and distribution), college education planning, and risk management analysis (life insurance, long-term care, disability income.)

Cheryl also conducts women’s financial forums, as well as financial services workshops and programs.

Contact Cheryl

[email protected]
(877) 842-9535

Nicholas Carr

Leveraging today’s technology for an optimal client experience.

A seasoned operations professional committed to client service and satisfaction, Nicholas brings a wealth of knowledge and experience to this role as director of operations. He rejoined Flagship Capital Advisors in 2023 after working in operations, account management and production for more than a decade in the advertising industry. This experience has given Nicholas unique insight into every aspect of client service, as well as the expertise to ensure our behind-the-scenes processes and procedures run smoothly. A demonstrated leader, in Nicholas’ hands, clients can rest assured he will do the utmost to meet and exceed their expectations on the journey to realizing their financial goals.

Contact Nicholas

[email protected]
(877) 842-9535

Ashley Muncy

A dedicated resource for client service.

Ashley is the primary point of contact for client onboarding and service as well as operational functions for our firm. Ashley strives to leverage our state-of-the-art technology to make the client experience seamless from the time of account opening.

Ashley assists with beneficiary changes, name changes, checking account changes, etc.

Ashley is dedicated to being a resource to provide timely responses to client service needs.

Contact Ashley

[email protected]
(877) 842-9535