Shari has nearly 35 years of experience in the financial industry and has been a member of the Summit Wealth Partners, LLC team since May 2020. Her experience began during high school, continued through college summers, and then full time while working with her mom, Valerie, one of the leading financial advisors in that era.
During her time in the financial industry, Shari has received the following credentials: Registered Para-planner through the College of Financial Planning, life, health, variable insurance licenses, Series 7, 63, 65, and a Certified Senior Advisor Designation. Shari has also completed her Behavioral Finance designation and is a current candidate for her Chartered Financial Consultant (ChFC) through the American College of Financial Services.
“I enjoy meeting new clients every day, especially women and seniors. I love knowing that I can help provide them with tools for successful retirement planning, social security, and Medicare planning, all under the Wealth Management Platform.”
Shari actively participates in many organizations that are centered on both women and seniors: Grand Rapids Savvy Seniors, Women & Wealth, as well as All Abord Travel Group. She launched Women & Wealth in order to host monthly seminars to provide an unintimidating platform for women to learn, ask questions and receiving financial planning advice on their current investments and employer benefits. All Aboard Travel Group was also created by Shari to bring together those that want an option to travel, meet new travel buddies and hear personal experiences of unique trips taken.
Shari’s Focus Areas in addition to wealth management Include:
- Financial education and planning with women of all ages and life stages | Such as single, divorced, widowed, executives, and/or business owners.
- Servicing senior investors | Addressing issues affecting them such as healthcare, home-care, and changing family dynamics leading up to and through their retirement years
- Building and strengthening relationships with clients and the community | Bringing value and providing services to the people in West Michigan
Shari and her husband Todd, of 20 years, currently reside in Ada, Michigan. They have two children together, Ana Rose and Joshua. Her daughter is almost 24 and working here in Grand Rapids. Their son, Joshua, is 17 years old, in the 11th grade. He is a high school hockey player, which gives them many opportunities to travel and be part of a sports team family. Their blended family brings them two additional daughters, Shauna and Shannon, a son-in-law, Kyle and their granddaughter, Hayden, age 8.
“Providing Advice and Education while Reducing Risks, is Important to Having a Successful Retirement.” skh
