Shari speaks to audiences of all sizes. She is a story teller by nature and loves to share her experiences. Since she started her career she has been on a mission to educate investors. In particular, Shari has a passion to empower Women In Charge — women who are newly responsible for their own finances.
Her talks are often interactive, as Shari leads group exercises related to uncovering deeply held feelings about money, values, and how they intertwine. A constant theme — Investing In Your Values — is a journey, not a destination, and there are smart decisions we can all make along the way.
Shari also is a frequent panelist and moderator at industry conferences, discussing trends in wealth management, entrepreneurship, and business growth.