"Once you hire us as your financial consultants, you become part of the Shariden Family. It becomes our responsibility to guide you through many life stages and market conditions. We become an additional support system to you and your family."
- Sharon Grinestaff
Sharon L. Grinestaff, AIF®, CRPC®
Co-Founder, Director of Financial Planning
(888) 340-2824
Schedule an appointment or call with Sharon via our Virtual Scheduler Well-versed in financial strategies and tax laws, Sharon meaningfully interprets and explains your financial situation. She begins our process by applying the first...
Dennis W. Grinestaff, Jr., AWMA®
Co-Founder, Director of Wealth Management
(888) 340-2824
Schedule an appointment or call with Dennis via our Virtual Scheduler Dennis continues our process by focusing on the next two steps of The EPPIC Method®, PROTECT and INVEST. After analyzing your risk tolerance, liquidity...
Sarah E. Dickey
Director of Client Communications
(888) 340-2824
Specializing in editing and delivering our written, audio and video communication and education, Sarah brings to life the ongoing COACHing aspect of The EPPIC Method®. She sends client wide email messages and publishes our...
Jesica Greene
Director of Operations and Technology Liaison
(888) 340-2824
Schedule an appointment or call with Jesica via our Virtual Scheduler Jesica is located at LPL’s Fort Mill, SC headquarters, making her proficient in LPL’s systems and processes. Assisting with the operational aspect of our...
Heather Collins
EPPIC® Client Concierge and Community Outreach Coordinator
(888) 340-2824
Heather’s role is to introduce you to our process: The EPPIC Method®: 5 Step to Be More Healthy, Wealthy and Wise™
First, she welcomes you as a new client by getting you started, which is ...
