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 →The only way to convince them is by showing them examples and ample proof. Being observant comes to them naturally. They are heavily focused on quality and prefer doing things the right way, even if it takes time.
Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.
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