McMurtry Financial Services, LLC


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Cheryl McMurtry



Founder & President





Cheryl J Muldrew-McMurtry is an accountant, certified non-profit consultant, financial educator, speaker, and senior executive with an expertise in managerial accounting, financial and strategic planning, data analysis, risk management and taxes. A native of Chicago, Illinois, Cheryl graduated from Fisk University in Nashville, Tennessee May 1993 with a Bachelor of Science degree in accounting. After graduation, Cheryl relocated to Milwaukee, Wisconsin to begin her career at Firstar Corporation (now US Bank) as a Financial Analyst. Cheryl’s career continued to flourish providing her the opportunity to work for several for-profit and non-profit organizations in southeastern Wisconsin which includes Time Warner Cable, Milwaukee Journal Sentinel, WTMJ-4, Darrell Lynn Hines College Preparatory Academy of Excellence, and World Outreach & Bible Training Center where she has served as the Chief Financial Officer for twelve years.

In March of 2004, Cheryl founded McMurtry Financial Services, LLC and serves as the President of the organization. With over 28 years of experience, Cheryl's mission is to strengthen the financial viability of small businesses and non-profit organizations locally, nationally, and internationally. Cheryl offers an array of services that also includes financial education and seminars for small groups and civic organizations to include the Northwest Side Community Development Corporation, Carroll University, Webster University, Northwest Missouri State University – KC, and Mount Mary University to name a few.

Cheryl has a certification in Non-Profit Organizational Assessment and Non-Profit Life Cycles and is a member of the National Association of Tax Professionals, the National Association of Women Business Owners, Professional Dimensions, the African American Chamber of Commerce Milwaukee, and the Wisconsin Black Chamber of Commerce. She serves as the Treasurer of the Board for World Outreach & Bible Training Center and a Finance Committee member for the Milwaukee Teacher Education Center. She also serves on the City of Milwaukee Housing Trust Fund Advisory Board and as state council member for Small Business Majority.

She is the wife of her loving husband Timothy L. McMurtry, II and serves alongside him as an Associate Pastor at World Outreach & Bible Training Center, Inc. They have two beautiful children, Joshua, and Layla.



IT'S A TEAM EFFORT



Meet the team!





Margaret Woolridge



Staff Accountant



Produce monthly and annual financial reports, process grant reports and assist with tax preparation services



Nina Amidei



Marketing Assistant



Prepare all social media and newsletter content, update website, produce all print material, develop marketing plan



Layla McMurtry



Financial Assistant



Book payroll entries, process bank reconciliations, process accounts payable and receivables, staff training



Jolissa Valdez



Jr. Accountant



Process accounts payable and receivables, assist with grant tracking



Roberto Romero



Executive Assistant



Process all of the administrative needs of the Executive Office



Connect. Partner. Grow.





6904 N 41ST STREET MILWAUKEE, WI 53209
414-751-0236
INFO@MCMURTRYFINANCIALSERVICES.COM
MCMURTRYFINANCIALSERVICES, LLC


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