Sharon works closely with the Investment Advisory and Client Service teams to recommend investment solutions, monitor portfolios, and assist with the rebalancing and trading of clients’ portfolios.

Prior to joining Heritage, Sharon worked in the Trade Processing Security Master Group and International Dividends Department with Wells Fargo Advisors and has over 20 years of experience.

Sharon earned her certification in Office Technology from ECPI University and has also studied at the University of Richmond. She continues her education through courses with Henrico County Adult Education. In addition to her professional development, Sharon serves on the board of the Friendship Circle of Virginia and is a Notary Public.

Sharon is an active volunteer with her church and manages her community garden. She also enjoys baking and traveling.

She resides in Virginia with her husband, Lee, daughter, and dog, Blue.