As a presenter to charitable organizations I work with, Shari has done a terrific job making complex topics easy to understand. Her presentation style appeals to all. Read More

Shari has been a pleasure to work with and has been an integral part of our client’s professional advisor team. She helps move the project along to a successful completion! Read More

It has been an absolute pleasure working with Shari over the last decade on our long-term charitable giving strategy. Shari’s knowledge and expertise has helped us shape our philanthropic endeavors to have the most meaningful impact. She is a caring, […] Read More

I have worked with Shari for many years. She is a skilled professional, has great ideas, and boundless energy. She works hard and effectively to understand her clients’ desires and to help them achieve their goals. Five stars. Read More