Our Qualifications

Sharon Peterson, ChFC, CLU has over 30 years experience in planning for individuals and small business owners.  Primary areas of specialties include:  investment services, retirement strategies, divorce planning, education funding, advanced insurance strategies, estate planning, and budget planning.

Marcus Hennen, CFP®, with over ten years of experience in the corporate world as a Chief Financial Officer for a non-profit college, Marc complements the firm with a strong accounting background.  Marc's knowledge is further enhanced by his CERTIFIED FINANCIAL PLANNER™ designation.  Areas of specialty include:  taxation, insurance planning, investment services, comprehensive plans for individuals, as well as company retirement planning, Group Health and Disability Insurance.

Sharri Pelland our Operation's Manager, has over 39 years of customer service experience.  With more than 28 years working in the financial services industry, Sharri is a valuable member of our SharMarc team.