Managing Director – Investments
Fundamental Choice Portfolio Manager
“I believe my clients view me as their personal family CFO. They rely on my compassion, guidance and commitment to them, so they can live their lives comfortably and confidently, knowing I have their back.”
Sharon listens to her clients and pays close attention to the details that can make the difference between managing investments and being the families’ go to person to assist in the myriad maze of money issues.
Background and experience
Sharon began her career as a Financial Advisor with Piper Jaffray in Minneapolis. She joined Wells Fargo Advisors in 2009, and is a Premier Advisor within Wells Fargo Advisors, a designation held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production, completion of educational components and professionalism.
Sharon believes that her clients’ needs and objectives come first in every equation. Her many clients include individual families and business owners whose company’s revenues are between $20 and $100 million.
Away from the office
Sharon is married to Ed and they have two grown children, Grant and Paige. Sharon and Ed reside in Blaine and also enjoy their cabin in Ely, Minnesota. Their son Grant, a graduate from the University of Minnesota Medical School, is doing his residency at St. Joseph’s Hospital in St. Paul, MN. Paige is a Financial Advisor at Wells Fargo Advisors in the same office as Sharon. Paige started her career at Wells Fargo in the mortgage ara, then became a Client Associate within the Minneapolis Wealth Management Group. After she successfully passed her licensing exams, she decided to obtain additional training and experience as a Financial Advisor. She plans on joining Sharon and team in a few years.
Sharon loves to garden, especially flowers. She is a student of yoga since 1993. Sharon is active in her community as a member of the Minneapolis Downtown Council and serves on the Greening and Public Realm Committee. She is also involved in TPC ROSE, a group within the Twin Cities Tournament Players Club that raises money for non-profits in the area.