Shari Mount -

Shari Mount - MBA is a seasoned consultant currently serving at Creative Planning since July 2024. Prior to this role, Shari held the position of Senior Retirement Plan Consultant at Empower from December 2023 to July 2024. Shari also contributed to National Advisors Trust Company as Trust Services Manager from February 2022 to December 2023, where leadership of a team of Trust Service administrators ensured accurate trust administration. Shari's extensive experience at American Century Investments from October 2007 to February 2022 encompasses various roles, including Retirement Plan Services Manager and Vice President, Sales Manager, with a focus on client service and team management. Shari holds an MBA in Marketing and Management from Avila University and a Bachelor of Science in Finance and Economics from Missouri Southern State University.