Shari K. Hooper is a Senior Wealth Advisor with nearly 35 years of experience in the financial industry. A second-generation advisor, she began her career working alongside her mother, one of the leading financial advisors of her time.

Shari holds multiple credentials, including the Registered Para-Planner designation, Certified Senior Advisor, and Behavioral Finance certification, and is a current candidate for the Chartered Financial Consultant (ChFC) designation.

Passionate about empowering women and seniors through financial education, Shari leads initiatives like Women & Wealth—a seminar series designed to create a welcoming space for women to learn, ask questions, and take charge of their financial futures.

When she’s not advising clients or hosting conversations with women entrepreneurs, Shari enjoys traveling, supporting her son’s hockey team, and spending time with her husband, Todd, and their blended family in Ada, Michigan.