Shari is a Regional Director and Partner at EP Wealth Advisors, an author, and podcaster with a background as an inactive CPA. A University of Illinois accounting graduate, she co-founded a capital management firm and previously managed private banking for U. S. Banks Chicago region, showcasing extensive financial expertise.
She is a passionate advocate for empowering women financially, leading the "Investing In Women" initiative at her firm. Shari values personal growth and reflection, drawing inspiration from her travels and frequently writing about the importance of kindness and aligning life decisions with core personal values.
Shari authored the book and hosts the podcast "Maximize Your Return on Life, " championing a unique philosophy focused on personal fulfillment over traditional return on investment.
Read the full overview →Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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