Sharon is a co-founder at Keystone Financial Group and has over 22 years of investment management and financial planning experience. Sharon takes pride in educating and advising people on how to create, build, preserve and ultimately share their wealth. When she helps a client reach a goal in their financial lives, regardless of how big or small, it brings her great satisfaction to know that she has used her knowledge and skillset to benefit others.
Within her role, Sharon is responsible for researching financial trends in the U.S. economy and various markets, along with building and presenting customized financial strategies. She has been an independent financial advisor since 1998 and has since largely built the business from referrals based on striving for a reputation of ethics, trustworthiness, knowledge and competency. She has successfully passed the following industry examinations: Series 7, 63, SIE, 24 and is licensed in several states.
When Sharon is not focused on managing clients’ portfolios and financial plans, she and her husband Dave, enjoy being out on the lake with her 5 grandchildren and traveling with friends and family.