I will interview people on how they Invest In Their Values. Real people with real stories integrating financial planning concepts.
In this episode, Shari talks with Matt Halloran, Co-Founder and Chief Relationship Officer of ProudMouth, the world’s leading influence accelerator...
Shari talks with Certified Matchmaker Lisa Ratner on moving from the corporate world to founding her matchmaking business. They discuss dating tips,...
Shari talks with Zach Weber about his career as a multidisciplinary and mixed-media artist. Zach is 27 years old and has exhibited in institutions such...
In this episode, Shari talks with her husband of 35 years, Stephen Reiches, about strategic charitable giving. Stephen is the firm’s wealth transfer...
Shari talks with Johanna Smith about Harmonious Balance, a concept to help individuals live their best lives through the practice of holistic energy management....