Shari provides benefit plan consulting for Financial Concepts, Inc. mid to large for profit, not for profit and public sector employers. Shari is also responsible for helping to shape Financial Concepts’ client service delivery model as Manager, Group Health and Welfare Account Teams and Marketing Department. She has over 20 years of experience in the employee benefits and retirement plan industry. Shari believes in helping her clients develop long term benefit strategies that align with core business goals, employee demographics and budget considerations. By analyzing claims data, understanding the client’s personnel structure and unique organizational culture and applying her knowledge of industry trends and the latest products, services and regulatory topics, Shari helps her clients determine the best fit plan options, wellness initiatives and employee education.

Shari has a B.A. from the University of Minnesota. She began her career at American Express Retirement Services, first managing employee education projects and departing as Manager, Client Marketing and Communications. Her portfolio includes employee education campaigns honored by the Profit Sharing Council of America for creativity and results. Shari holds a Minnesota Life and Health Insurance License and is a Registered Representative of NFP Securities, Inc. and an Investment Advisor Representative of Financial Concepts.