Sharon was born in Pennsylvania but discovered her own slice of paradise while sailing, ultimately settling in Vero Beach with her partner. She brings an impressive and diverse background in the financial advising industry, having worked with Fortune 500 companies as well as in more specialized, client-focused roles. Sharon’s passion lies in not only helping clients achieve their financial goals but also in understanding and supporting their personal dreams and "bucket list" aspirations, guiding them toward living life to the fullest.
In addition to her professional pursuits, Sharon is an active volunteer and currently serves on the Board of a local Jazz Society.