12/31/2025
This year ends with exciting news! Sharon has studied hard throughout the year and brought so much to our team and to our clients. Seeing HER letters on the door is a blessing to us all!
As a Financial Paraplanner Qualified Professional Sharon has taken time to broaden her knowledge base. This designation validates foundational knowledge in personal financial planning for support staff, covering core areas like investments, insurance, retirement, tax, and estate planning through coursework and an exam, establishing credibility and expertise for paraplanners supporting financial advisors.
Today we don’t just celebrate a new year closing in, but a year of hard word and achievement! Congrats, Sharon!