Licensed Assistant, Office Administration
Shari’s kind and cheerful personality will brighten your day. After working with Dave for 10 years, she is now Timea’s very capable assistant and is committed to providing dedicated, quality support.
With over 20 years’ experience in the financial services industry and a dedication to accuracy and attention to detail, Shari is our go-to person for all of your administrative questions and concerns. As a licensed assistant, she is also capable of handling most client issues when Timea (or Dave) is out of the office. She considers helping others to be the most rewarding element of her role at ExcelPlan and is always ready to lend a hand.