Sharon serves clients in Clarksville, Odenton, and
"My focus is to advise my clients on current and future
financial concerns while educating them about all their options. I
strive to provide value by building long-term relationships with my
clients, and by taking a personalized approach to managing their
Areas of Focus
Wealth Accumulation and Preservation
Corporate Investment Strategies
Long-Term Care and Insurance Planning
Background, Education & Credentials
Licensed Investment Professional since 1997
Executive Certificate in Financial Planning from Georgetown
University, Georgetown, DC
Maryland Life & Health Insurance Licenses
Series 7 General Securities Registration*
Series 63 State Law Registration*
Series 66 Uniform Combined State Law Registration*
*Registrations held through LPL Financial.
Greenridge Baptist Church Youthworker and Finance
Rebuilding Together Volunteer
Queen Annes County Hospice
*Not FDIC Insured *No Bank Guarantee
*Not a Bank Deposit
*Not Insured by any Federal Government Agency
*May Lose Value*
Securities, advisory services, and insurance
products are offered through LPL Financial, a Registered Investment
Advisor, member FINRA / SIPC. Sandy Spring Bank and Sandy Spring Wealth
Management are not registered broker/dealers and not affiliated
with LPL Financial.
This site is designed for U.S. Residents only.
The services offered within this site are available exclusively
through our U.S. Investment Representatives. LPL Financial's U.S.
Investment Representatives may only conduct business with residents
of the states for which they are properly registered. Please note
that not all of the investments and services mentioned are
available in every state.