Sharon joined HB Wealth in 2015. Prior to joining HB Wealth she spent 13 years with Creative Financial Group as a Financial Planning Analyst. In her role at CFG, she assisted advisors in managing client relationships. She prepared materials for new and existing client meetings which included portfolio allocations, tax and retirement projections, financial statements, education and insurance analysis.
Sharon is a CERTIFIED FINANCIAL PLANNER™ professional and Florida State University graduate. She is a member of North Point Community Church. In her free time she enjoys the beach, travel, family and volunteering. Volunteering has taken her to the Middle East and Africa where she worked in rural communities that serve vulnerable and at risk children.