"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 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 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...
Paul Phelan
Director of Client and Firm Development
(888) 340-2824
With his unique skill set, Paul adds value to our clients and our Firm by connecting and building relationships with leaders in our community and within the Financial Services Industry. The rapidly changing landscape of the investment...
Sarah Dickey
Director of Operations and 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...
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 ...
