Sharon Lailey

Sharon Lailey ChFC®

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.