Sharon is a Client Service Manager at Moneco Advisors with over 30 years of experience in financial services, including 15 years in insurance and 15 years in mortgage lending. Her extensive background across both industries has given her a well-rounded understanding of client needs and the importance of delivering thoughtful, reliable service throughout every stage of the financial planning process.
Most recently, she worked as a Licensed Insurance Professional at a firm serving pre-retirees and retirees, where she focused on strengthening and maintaining long-term client relationships. In that role, she conducted annual reviews, supported ongoing client service needs, and ensured clients received a consistently high level of responsiveness, care, and efficiency. Her ability to build trust and maintain continuity over time has been a defining strength throughout her career.
Sharon takes pride in helping clients feel supported and well-informed, and she is known for her professionalism, dependability, and commitment to delivering a high standard of service. She continues to play a key role in ensuring clients have a seamless experience and feel confident in the support they receive.
