Shari joined our team in 2005 and has been a key player in the development of the practice. She has been in the financial services industry since 1994, with a solid background in insurance and investments. Shari provides full financial planning services to clients and is the go to person for insurance in our practice. She has completed the Certified Divorce Financial Analyst (CDFA) program at the Institute for Divorce Financial Analysts, and has attained the following designations - Certified Professional Consultant on Aging (CPCA) , and Certified Health Insurance Specialist (CHS)
Shari is actively involved in the community with local charities and has two adult sons.