Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.
Sharon received her Bachelor of Engineering in Electrical Engineering from University of Texas in Austin, Texas. Sharon holds FINRA Series 6 (Investment Company Products/Variable Contracts Rep.), Series 63 (Uniform Securities Agent State Law), and Series 65 (Uniform Investment Adviser Law) registrations, as well as life and health, and property and casualty insurance licenses.
Area(s) of Focus
- Business Owners
- Insurance Strategies
- Investment Strategies