Sharon comes to us from having worked in the banking industry for 37 years. She also answers our phones, schedules client appointments, processes paperwork, connects with our Grove Point back office and frequently communicates with the companies we work with in our field. Additionally, she helps with tracking and processing our clients required minimum distributions as well as being a licensed Notary for our office.
Sharon and her husband, Jim have been married for over 30 years and have 2 adult sons. They are grandparents to Avery and Cade who are the apples of their eyes! Like, April if you ask to see a picture be prepared to see a ton!