Shari Carlson is an Investment Advisor Representative. She is passionate about financial education and supporting clients in the way that best fits their goals and dreams. She started in the financial industry in 2010 working in banking and quickly moved into advocating for clients in their financial literacy while also helping them navigate the lending and debt world. Her primary client base were the small business owners in her community. As time progressed, Shari earned her bachelor’s in psychology from Regis University to better be able to support her clients’ emotional needs during financial transitions. In 2019 She decided it was time to take her skill set a new direction and get licensed to become a financial advisor. During the last three years she has focused on working with female small business owners as she believes women approach finances in a unique way and deserve to be understood by their financial professionals. In 2021 she earned her Master’s in Nonprofit Management from Regis University with an emphasis on financial management for nonprofits and small businesses.
Shari was raised in Divide Colorado and currently lives in Colorado Springs with her son. She is a committed member of Kiwanis and coordinates the Kiwanis Igniters meetings as well as serves on the Kiwanis Rocky Mountain District Foundation board. She believes that volunteering is a vital aspect of our culture, and we are given our talents and skills to serve our communities.