Shari has been a part of the wealth management industry since 1986, providing financial and estate planning services to high-net-worth families. She coordinates investment management with tax, retirement, financial education and estate planning. In addition to serving her clients, Shari is director of the Client Service Committee for BKD Wealth Advisors, LLC.
She is a member of the Greene County Estate Planning Council and a graduate of Leadership Springfield. Shari serves on the Board of Directors for the Community Foundation of the Ozarks and the American Diabetes Association. She previously served on the Alumni Council for Drury University and as event co-chair for the American Diabetes Association’s Red Ball Gala.
She is a 1989 graduate of Drury University, Springfield, Missouri, with a B.A. degree in accounting and business administration. She is a 1998 honor graduate of Cannon Financial Institute and carries the Certified Trust and Financial Advisor (CTFA) certification.