Senior Wealth Advisor
Shari has nearly 30 years of experience in the financial industry and has been a member of the Summit Wealth Partners team since Spring of 2020. She has attained various credentials in her career including Registered Paraplanner through the College of Financial Planning, life, health and variable insurance licenses, Series 65 and a Certified Senior Advisor Designation. She is currently studying for a Behavioral Finance designation.
Shari’s areas of focus include, financial education and planning with women of all ages and stages of life such as single, divorced, widowed, executives and/or business owners, as well as servicing senior investors. Her attention to detail helps her navigate challenging issues such as healthcare, homecare, and changing family dynamics.
A resident of Ada, Michigan, Shari actively participates in many organizations that are centered on both women and seniors, including, Greater Grand Rapids Women Who Care, Inforum, WISE, West MI Women’s Magazine, Advocates for Senior Issues and Women & Wealth, which she created and hosts monthly.
Shari has two children with her husband, Todd; her daughter, Ana Rose (20) and her son, Joshua (14). As a family, they enjoy spending time at Lake Leelanau- “glamping” and boating as much as possible throughout the summer months. She loves running and walking both alone and with friends.
Bringing her passion of building and strengthening relationships with clients and the community, Shari is an asset to Summit Wealth Partners.
“I love meeting new clients every day, especially women and seniors, knowing that I can help provide them with tools for successful retirement planning and with their eldercare needs.”