About Sharon
Sharon is a multi-disciplinary financial services professional with over 40 years in business. Special areas of interest include ESG (socially conscious investments), domestic partner and LGBTQi planning, and retirement income analysis. Sharon is licensed in several states including Virginia, Maryland, Florida, West Virginia, and Connecticut.
Education
Masters
Licenses
Series 6
Series 63
Series 65
Other Credentials
CLU®
LUTCF®
IBF Designations
CFS®
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Certified Fund Specialist
Deep, practical knowledge of mutual funds, ETFs, and managed portfolios.
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At a Glance
IBF Designations
1
Member Since
1999
Other Credentials
2
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Practitioner-Reviewed education since 1988
Profile verified · March 2026
Understanding Credentials
What makes an IBF-designated advisor different?
1988
Established track record
Founded by a practicing financial advisor who believed designations should teach practical skills, not just theory.
CE
Ongoing requirement
IBF-designated advisors maintain credentials through continuous education, keeping knowledge current.
501(c)(3)
Nonprofit education
Focused on advisor education and professional development. Content reviewed by practicing advisors and SMEs.