Shari is an executive assistant with over 6 years of experience supporting the M2 Advisors and staff in dynamic, fast-paced environments. Her exceptional organizational skills, attention to detail, and ability to manage complex schedules make her an invaluable asset to us.
Shari began her career at M2 Financial Group, where she quickly advanced from administrative assistant/Receptionist to executive assistant due to her dedication and proficiency. Over her 6 years at M2 Financial Group, she managed calendars, client reporting, and supporting staff demonstrating her ability to handle multiple tasks with efficiency and grace.
Her responsibilities included managing confidential information, preparing detailed reports, and liaising between team members to ensure smooth communication and operations. Shari proactive approach and problem-solving skills helped streamline processes, contributing to the overall success of the organization.
Before coming on board with M2 Financial Group, Shari began her career in Finance at Coast To Coast Headquarters in Minnetonka, MN. After various roles at Coast To Coast and Fingerhut, Shari focused her attention on her growing family. In 2019, Shari decided to go back to work and joined M2 Financial Group.
Shari lives in Daytona Beach, FL, where she works remotely and is embracing new adventures. She enjoys time spent with her husband, Brad, visiting with her daughters and family in MN, along with spoiling her dog, Kona. Shari is savoring her pre-retirement life by attending events, relaxing on the beaches, watching auto races, biking adventures, walking, golfing, and indulging in her newfound passion for pickleball.
My Favorites:
Favorite local restaurant: North Turn Daytona Beach FL
Favorite coffee order: Turtle Mocha
Favorite sports team: The Wild
Favorite movie or TV show: Fire Country
Favorite Musician or Band: I love a variety of music. But Country is at the top.
Favorite Quote: It’s the little things in life