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Meet Our Certified Financial Planner
Shari Hopkins brings more than 16 years of experience as a financial advisor working with clients through all stages of life. She is committed to providing superior service and understanding a client’s unique financial situation. Shari uses a disciplined approach to keep her clients on track to realizing their financial goals. Shari is CERTIFIED FINANCIAL PLANNER™ professional, has a BS degree in Economics, has her securities licenses, which are held with LPL Financial, and insurance licenses to help you with all of your financial needs. She enjoys finding the right investment solution and planning strategies, no matter how complex, to fit each client. “I enjoy learning about each person that comes into my office, finding investment strategies to meet their needs and educating people on how to meet their goals.” Her vision is to be your trusted financial professional who guides you through your major life events, educates you and provides professional, thoughtful guidance.
Call Shari at (608) 784-3904 or e-mail her to schedule your Free Financial Analysis.
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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Bankers’ Bank and Bankers’ Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Bankers’ Wealth Management, and may also be employees of Bankers’ Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Bankers’ Bank or Bankers’ Wealth Management. Securities and insurance offered through LPL or its affiliates are:
Not Insured by FDIC or Any Other Government Agency
Not Bank Guaranteed
Not Bank Deposits or Obligations
May Lose Value