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Our Team

Our Team

Scott Sheffield, CFP®

President, CEO, Senior Advisor

Scott earned a B.A. in Business Administration, majoring in Finance, with a minor in Economics from Seattle University.  Scott has served on the board and is past President of the Puget Sound Society Institute of Certified Financial Planning and has been a Certified Financial Planner (CFP®) since 1988.  Scott is also an active member of the Financial Planning Association (FPA).

Scott has almost three decades of experience consulting to high net worth individuals, families, trusts, business owners, senior executives and pension trustees. He assists clients in the analysis and development of comprehensive financial plans and has particular expertise in the areas of estate and retirement planning. Scott uses a personalized, client-centered approach to investment consulting as he assists clients in identifying, defining and planning for their financial needs and goals.

Scott directs Sovereign’s asset allocation, investment strategy, portfolio design and implementation.  His role also includes client service, business development and corporate management.  Additionally, Scott serves on the Capital Markets and Money Manager Review committees.

Tara Johnson, CFP®

Senior Advisor

Tara graduated Magna Cum Laude in 3 years from Texas Tech University. She was an NCAA Division I Academic All American and attended Texas Tech on a full-ride track scholarship.  She was team captain of the Women’s Cross Country and Track Team at Tech. Tara completed the CFP® curriculum through the College of Financial Planning and is a Certified Financial Planner (CFP®).  She is also an active member of the Financial Planning Association (FPA).

Tara has worked alongside Scott Sheffield in the Private Wealth division since 2000.  She uses a personalized, client-centered approach to investment consulting.  She is actively involved in implementing and monitoring client’s investment, retirement and estate planning goals.  She also serves on the Capital Markets and Money Manager Review committees.

In addition to private wealth management, Tara manages institutional company retirement plans.  She works closely with plan trustees to ensure they are meeting their ERISA fiduciary responsibilities.  She acts as a liaison between trustees, participants and pension administrators.

Tara and Sovereign Wealth Advisors were recently featured in Overlake Hospital's video for the Community Partners Business Luncheon.  To view the video, please click on the following link: https://www.youtube.com/watch?v=4CpM-mKWhCU    

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Sharon Lailey, ChFC®

COO, CCO, Senior Advisor

Sharon graduated with a B.A. Degree in Business Administration with a concentration in Finance from Western Washington University. Sharon is a Chartered Financial Consultant (ChFC®) and has been in the financial services industry since 1997.

Sharon is the Firm's Chief Compliance Officer, and a Senior Advisor. She also oversees the Firm's business development, operations management, technology and human resources. 

Sharon has worked extensively with clients in planning, asset allocation work, portfolio modeling, and retirement analysis. Sharon also serves on the Capital Markets and Money Manager Review committees.

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Aron Reinvik, CIMA®

Research Manager

Aron graduated from Central Washington University with a B.S. in Business Administration, majoring in Finance, with a minor in Economics. While at Central, Aron was a member of the football and rugby teams.

Aron has worked in the finance industry for over 13 years. Prior to joining Sovereign Wealth Advisor’s team, Aron worked as an Analyst at a small boutique money management company and a Financial Advisor at a national investment advisory firm. Aron held the Series 7, 65 and 63 licenses and also gained Washington State life and disability insurance certificates.

As Sovereign’s Financial Associate and part of the Operations Team, Aron is responsible for client support, account reconciliation and reporting, and project management.

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