As the senior financial advisor of S.T.A.R. Wealth Solutions, Shari has worked extensively with clients to meet their financial goals, whether that means retirement, legacy planning, estate planning, or asset protection. As a divorcee and widow herself, one of her specialties is aiding women facing these monumental changes in their lives and helping them adapt to changes in income, needs and lifestyle to secure their financial future. Alongside the rest of the group, she works with clients to develop adaptable plans and solutions, touching upon everything from equities to insurance to best suit their needs.
Shari attained her MBA from Pace University and has an undergraduate degree in nursing from the University of Michigan. With more than 35 years of experience in the financial services industry, she has helped clients succeed through financial crises and market downturns alongside bull markets and record highs. This wealth of experience helps guide her decision making process and allows her to draw upon a significant body of knowledge to address the complex issues facing investors today. Shari also has a Certified Divorce Financial Analyst™ (CDFA™) designation, which she uses to assist clients during the divorce process though no legal or mediation advice may be provided.
Shari is an avid cook and traveler, having been everywhere from China to the Galapagos Islands. She supports many charities through her donor advised fund and with her time. She is on the advisory board for the Bellevue-NYU Program for Survivors of Torture and works with a number of organizations in South Sudan that do work ranging from building wheelchairs for polio survivors to educating women.
Shari is married and resides in South Salem, New York, with her husband, Fred, and English Bulldog, Diva, the master of the house.
