Sharon Piet
Co-founder, My Advisor & Planner | Wealth Manager, RJFS
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 former Director on the Board of the Geneva Women in Business and a current 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.
Licenses
- Series 7, 63, 66 Securities Licenses
- Life and Accident & Health Licenses
Our new home!
Although it was built in 1888, this is our new home and we can't wait for you to visit us! Watch as we continue to update our new home.