Shari is passionate about providing financial direction for people in a methodical, practical, and sometimes even lighthearted way. Shari is a CERTIFIED FINANCIAL PLANNER® professional who has been in the financial services industry since 1994. 

She holds the Certified Professional Consultant on Aging, Registered Retirement Counselor, Certified Divorce Financial Analyst and Certified Health Insurance Specialist designations. She is also highly involved in her community and sits on the Board for Community Care Concepts of Woolwich, Wellesley, and Wilmot.

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