Shari brings over 20 years’ experience in the financial services industry to Coulee Wealth Management. She has a passion for creating holistic financial plans for individuals and business owners. She strives to ease clients' financial apprehensions through personalized strategies. Her objective is to help clients build wealth through investment management, comprehensive retirement income strategies, risk management, tax efficient solutions, and implementing legacy and estate planning strategies. Shari is client-centered and committed to providing excellent service through individualized communication.
Shari resides in Onalaska, WI with her husband, daughter and dog, Peaches. They enjoy spending family time on adventures traveling, canoeing, camping and biking. In addition to sharing her time and talents in community activities, Shari is a Girl Scout Troop leader.
Shari is a CERTIFIED FINANCIAL PLANNERTM professional and holds a Series 7, 63 and 65 registrations with LPL Financial in addition to her insurance license. She has a B.S. degree in Economics from SJSU.