Sharon started in the industry in 1999. Prior to joining My Advisor & Planner, she was an owner in a woman-owned Broker/Dealer in Chicago where she developed an extensive institutional securities trading desk. Sharon also worked at the firm's Municipal Bond Underwriting Sales desk. Along with institutional equity and fixed income sales, Sharon particularly enjoyed working with individual high-net-worth clients, leveraging her institutional knowledge to benefit the individual investor. Partnering with Tom has enabled Sharon to pursue her passion in working with individual high-net-worth clients.
Sharon is a Director on the Board of the Geneva Women in Business and a member of WiPN (Women in Pensions Network). She is also active in several community charities, Chambers of Commerce, and her Parish. Sharon and her husband, Tony, reside in Geneva, IL, and have three grown children.
Copyright © 2021 My Advisor & Planner LLC - All Rights Reserved.
Traditional life insurance as well as securities offered in IL, IN, FL, MI, MN, OH, and WI. Securities also offered in AZ, CA, CO, IA and MO. Residents of other states should consult a locally licensed representative for insurance and/or securities products. As our registrations in additional states progress we will update this site. Securities & Investment Advisery Services Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer and Registered Investment Adviser. Member FINRA/SIPC. My Advisor & Planner LLC is independently owned and operated and is a member of the M Financial Group. For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to https://mfin.com/m-securities. Please go to www.mfin.com/DisclosureStatement.htm for further details regarding this relationship. Please also visit www.finra.org and www.sipc.org for more information.