Shari obtained the CERTIFIED FINANCIAL PLANNER™ certification early in her career (1991) and has been recognized with one of Raymond James’ leading honors, membership in the 2015 Chairman's Council.* She graduated Magna Cum Laude in Business from Birmingham Southern College in 1989 and obtained the Certified Exit Planning Designation, (CExP™) in 2010. She demonstrates an extraordinary level of commitment to clients through personal service and professional integrity. She is a highly credentialed advisor and business leader for over 25 years with direct and demonstrated capability through many market cycles.
Shari works with individuals, families, and investors with more complex needs. Under her leadership, the Team has developed specialized skills to support families through life change. She has extensive knowledge in tax, estate, and business planning – all highly valuable to high net worth investors. She actively works in the areas of Aging/Healthcare decisions and teaching Financial Responsibility to the next generation. She is an energetic entrepreneur who manages both opportunity and risk as the leader of the Investor’s Resource Team.
She is the primary person to set the culture, vision, and standards of the organization. She manages many client relationships directly and supervises the Investment Process and makes allocation decisions for all client relationships. Her duties also include operations, compliance, client loyalty and marketing activities.
Shari is driven to help clients so they are better able to make their unique contribution in life, free and clear from financial distractions. Her personal mission is to find and preserve the most useful tools and knowledge of this generation so her client’s dreams can be supported well beyond their lifetime.
Shari is active supporter of the local business community. She is a current member of The Committee of 100, Greater Huntsville Rotary Club, and supporter of the UA Huntsville Business School and Entrepreneurship Club. She is sought out by the newspaper and other local media and a frequent contributor for subject matter expertise in many financial matters. Past affiliations include the First Baptist Church of Huntsville Finance Committee, FBC Foundation Board (past president), Huntsville Community Foundation Board (founding member), Huntsville Estate and Financial Planning Council Board (past president), Greater Huntsville Rotary Board, and service with several other non-profit boards and organizations.
*Membership is based mainly on assets under management, education, credentials and fiscal year production. Re-qualification is required annually.