Senior Registered Account Administrator

Focus

Shari is a senior Registered Account Administrator with diverse duties. She is responsible for the group’s trading and internal programs, as well as creating individualized reports for clients. Shari also works directly with clients and with the group’s stock option plans.

Background

Shari worked in the financial services industry at the Bank of Hanover & Trust Co., followed by time at McCarver & Freeman Wealth Management (formerly known as the Rohrbaugh Group). She holds Series 7 and 63 securities registrations.

Away from the Office

Shari has been married since 1986 to her husband, William, and they have two daughters, Kaleigh and Kirsti. Shari enjoys spending time with her family, boating at Lake Meade, and traveling on long weekend motorcycle rides.