Did you know many members of our team are avid readers? Whether it is a good story or a book to help us improve as planners, you will often find our noses in a book during our downtime. Today we thought we would share our latest book reviews with you. We’d love to hear what you’ve been reading as well in the comments below!
Sharkey, Howes & Javer’s Advisory Team Makes the List as 2014 Five Star Wealth Managers
(DENVER, CO) Sharkey, Howes & Javer’s team of financial advisors has been recognized as 2014 FIVE STAR Wealth Managers in the November issues of 5280 and ColoradoBiz magazines.
Eileen Sharkey, CFP®, Lawrence Howes, CFP®, Joel Javer, CFP®, Mimi Hackley, CFP®, Karlton Childress, CFP® and Harold Kirschner, CFP® of Sharkey, Howes & Javer, are among the Denver area wealth managers with at least five years of experience and no regulatory actions against them to be recognized as 2014 Five Star Wealth Managers.
There were 4,385 award candidates in the Denver area that were considered for the Five Star Wealth Manager award. Only 528 (approximately 13% of the award candidates) were named 2014 Five Star Wealth Managers. Continue reading
You say you work as a team, what does that mean?
As Mimi mentions in the video, our team:
Having a multi-generational team sets SH&J and our clients up for the long haul. Our collective years of experience provide a wealth of knowledge for our clients.
has a wide array of expertise
Our team consists of planners who have extensive experience with business owners, college planning, military families, and medical professionals – just to name a few. Because we don’t all specialize in the same things, we are able to offer more to fit each of our client’s unique needs.
works together for all of our clients
While our clients meet with their primary planner on a regular basis, behind the scenes we are all working together to provide each client with the best experience possible. We are constantly bouncing ideas off of one another and meeting in various committees to keep our client’s plans on track.
includes a dedicated support staff
We know we are only as good as the people we surround ourselves with. We have built a phenomenal Client Service team to free up our planners to do what they do best. Our team is always available to assist with client requests and answer pressing questions.
The team model has worked extremely well for SH&J and our clients. We will continue to build our team with the brightest minds in the business to allow us to serve our clients well for years to come.
If you are interested in learning more about the team model and SH&J, give us a call at 303.639.5100 to set up a complimentary consultation.