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Financial Planning

Meet Our Certified Financial Planner

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.

Check the background of your financial professional on FINRA's BrokerCheck.