Why clients choose Sharon
Finance was built to confuse you. I built my practice to do the opposite.
I started my career at Citi Smith Barney in 2008 — the worst financial crisis in a generation. I learned fast, or I failed. That year shaped how I think about wealth: not as a number on a screen, but as the security, identity, legacy, and freedom behind every family I work with.
15+ years
Years serving HNW families
6×
Forbes recognition
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For 15 years I sat inside the largest financial institutions in the world. I watched how they talked about clients behind closed doors. I decided I wanted to build something different — a practice where the advice is genuinely yours, not influenced by what the firm needs to sell this quarter.
I work with a select group of clients. Not hundreds. Not a call center. You get me — someone who knows your whole picture, calls you when markets drop, and tells you what other advisors are too polite or too conflicted to say.