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Helping You Pursue True Wealth

Meet Sharon

 

Sharon forms genuine relationships with clients in her role as our Vice President of Client Service. Her attention to detail and concern for the needs of clients keep the office running smoothly. Sharon’s ability to self-manage, paired with her strong emotional intelligence, help her excel on our team.

A graduate of Briarwood College for Women, Sharon boasts more than three decades of management experience. A member of the National Notary Association, her impressive leadership skills developed when she was involved in her family’s business. Her family’s affiliation with Alex’s Lemonade Stand is something she is proud of as they fight childhood cancer one cup at a time.

Outside of the office, Sharon enjoys reading, writing, embroidering, decorating, gardening and skiing. She also enjoys spending time with Chase, a brilliant 12-year-old on the autism spectrum. She is so proud to be part of his extended family and has been in his life since he was a toddler. Sharon credits Chase for teaching her nothing is impossible, to look at the ability instead of the disability and that we are each other’s missing puzzle pieces.

 

Favorite Food:

Baked stuffed shrimp, lasagna, salmon.

Best piece of financial advice I received:

“Best thing money can buy is financial freedom.”

Favorite quote:

"The pessimist complains about the wind; the optimist expects it to change; the realist adjusts the sails." - William Arthur Ward

If I could meet anyone, past or present, it would be:

Eleanor Roosevelt

Hidden talent:

Stand-up comedian

Favorite book:

The one I am writing “Stop Staring.” Published: “Kitchen Table Wisdom” by Rachel Naomi and “The Zookeeper’s Wife” by Jan & Antonia Zbinski

Favorite Movie or TV Show:

Movie, “A Beautiful Mind (2001),”TV Show: CBS “Sunday Morning with Jane Pauley.”

What motivates me:

When my feet hit the ground each morning, one says “thank” and the other “you” to remind me how precious life is. My life coach, Dr. Kristine Gravino, her foundation of there isn’t anything I can’t do is a voice I can’t live without!

Favorite holiday:

Any holiday my twins and husband sit beside me.

Something on my bucket list:

Finishing my book, flexibility to work from home, watching and listening to my twins as they experience life’s lessons.

Place I’d most like to visit:

Untamed landscapes of Ireland

My biggest accomplishment:

On the personal level it is ME.

Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

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