Shari Carlson started in the financial industry in 2010 through banking. She became passionate about financial education and supporting clients in the way that best fits their goals and dreams. She believes that her role as a financial advisor is to advocate for her client’s best interest by meeting them at their starting point and guiding them to create a financial strategy for their individual needs. Her primary client base is women who want to build wealth confidently. Whether they are coming out of a transition period of their life or simply seeking support and confirmation for their already established plan.

Shari earned her bachelor’s in psychology from Regis University to be able to support her clients’ emotional needs during financial transitions. In 2019 She decided it was time to take her skill set a new direction and become a financial advisor. In 2021 she earned her Master’s in Nonprofit Management from Regis University with an emphasis on financial management for nonprofits and small businesses. During the last three years she has focused on working with female professionals, small business owners, and nonprofits. She believes women approach finances in a unique way and deserve to be understood by their financial professionals.

Shari was raised in Divide Colorado and currently lives in Colorado Springs with her son. She is a committed member of Kiwanis, a service organization that serves children around the world through local projects and leadership programs. She believes that volunteering is a vital aspect of our culture, and we are given our talents and skills to serve our communities.