Sharla serves as President of Smedley Financial. Prior to that, she was Vice-President of Marketing. Sharla directs the Wealth Management Team and has over 27 years of experience helping clients and businesses seek strategies to solve their most complex financial challenges. She advises clients on strategies to help preserve and manage their wealth by coordinating the use of financial, tax, and estate planning techniques, along with investment strategies to solve each client's intricate financial needs.
Sharla also works directly with other Financial Advisors, throughout the United States, seeking managed investment strategies for their clients. Her experience provides insight to the challenges Advisors face while serving the needs of their clients.
In her free time, Sharla enjoys being outdoors and likes to spend time snow skiing, scuba diving, and mountain biking.
Sharla is a minority shareholder of Smedley Financial Services, Inc.(r) She is a member of the investment committee as well as the executive committee. She holds a Certified Financial Planner (CFP®) designation.
The Final Countdown
Pursuing Knowledge at Every Age
Happy New Year!
Where Do You Go For Financial Education and Advice?
Stepping Off the Edge Into Retirement
Social Security COLA 2024
Setting Children Up For Financial Success
The Future of Retirement
Fraud Alert!
Managing a Mountain of Risk
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Episode 63: Happy New Year 2024
Episode 59: Stepping Off the Edge Into Retirement
Episode 56: Setting Up Children for Financial Success
Episode 47: Managing a Mountain of Risk
Episode 36: Keeping Up With Change
Episode 35: Social Security in 2023
Episode 32: Impact of Inflation on Social Security - COLA
Episode 25: Having a Financial Life Raft
Episode 20: Is Now the Best Time to Invest?
Episode 13: Retirement Numbers
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