Shari is a licensed Senior Wealth Advisor with a deep commitment to exceptional client care. With more than a decade of experience in the financial services industry, she understands the value of holistic planning and works to ensure every client feels supported and informed. Her expertise and strong communication skills create a seamless, elevated experience for those she works with. Shari works exclusively to support the lead of the practice, Sandra Ramos. 

Outside of work, Shari is a proud mom of two and loves spending time in her garden.