Jose is supported by Shari Showers and the resources of LPL Financial. Together we are committed to providing the superior service which our clients have come to expect.
Shari joined the Monarch Wealth Management in 2009 with 20 years of customer service experience and has been an integral member ever since. As a Registered Paraplanner, Shari works closely with our clients and LPL Financial to provide streamlined operations and critical communications support. Shari completed and maintains the College for Financial Planning’s Registered Para Planner certification program in 2012. She was born and raised in Wales, WI and now resides in Delafield with her husband Todd and their two children.