Attaining a comfort level with those you work with is so critical when you deal with numbers, and the slightest change can impact so much. Shari Dietz, our Senior Trader, has a long work history with Stonebridge Financial Group Directors Jonathan Freeman, CFP®, CFA, CIMA®, and Brian McCarver, CFP®, CIMA®. They recognize Shari’s skills and dedication to her job.
Shari worked at McCarver & Freeman Wealth Management, the predecessor to Stonebridge, where she tackled a diverse range of responsibilities. She now holds responsibility for Stonebridge’s trading and internal programs, working directly with clients to create individualized reports for them.
Constantly pushing to improve, Shari has obtained her Series 7 and 63 securities registrations.
Shari’s interest in financial services reaches back to the beginning of her career. Before joining what eventually became Stonebridge, Shari worked at Bank of Hanover & Trust Co.
Shari and her husband have been married since 1986, and together they have three daughters and seven grandsons. She loves spending time with her family and enjoying the outdoors by boating at Lake Meade and traveling on long weekend motorcycle rides. Her community involvement includes supporting Speranza Animal Rescue and Roots for Boots, a New Oxford organization that helps military families.
