15720 Brixham Hill Avenue Suite 575
Charlotte, NC 28277
Sharon serves as an Executive Assistant to WealthPlan’s Leadership Team and provides ancillary support to our financial advisors and representatives. She is a graduate of the University of North Carolina at Charlotte and brings over 18 years of experience working in financial services, sales, business management, customer care, event planning, and marketing.
She holds a Life & Health license, Medicare Supplement License and a Family Service Counselor License in the Mortuary Services industry.
Sharon finds joy in providing charitable services and funding for various programs. She has received awards due to her dedication, passion and commitment to the service of others. She resides in North Carolina and enjoys spending time with her family and their Chihuahua, Peppie.