Sharon Kidd

While working as a registered assistant for a traditional Broker Dealer, Shari realized she wanted to provide greater value for the brokers in her office. As a result, she did the work to earn the Certified Financial Planner designation. Following this, Shari worked in financial services, both with traditional brokerages and non-profit organizations. She derives great satisfaction from helping people and providing a positive client experience.

Shari graduated from the College of William and Mary, and directly out of college managed a retail store for a national chain. She made a change and began working at a brokerage firm a few years later, and now believes she was born for a career in the financial services profession.