Meet Our Team
Shari is the Owner and President of Wyse Financial Group. She has a passion for helping people find freedom and happiness in their lives by helping them create and implement a plan for their future. She enjoys explaining finances in a way that is simple and meets people where they are in life. As a licensed Financial Advisor for almost two decades, Shari’s career mission has been to help bring clients the financial peace of mind they deserve.
Shari received her Bachelor’s degree in Finance and Marketing from Defiance College. She holds a FINRA Series 7 and Series 66 Securities Registration, and maintains a Life, Health and Annuity license in the State of Ohio. Shari is also a CERTIFIED FINANCIAL PLANNER™ professional. As part of her CFP® certification, she meets rigorous education and experience requirements, and commits to high ethical and professional standards.
Outside of the office, Shari enjoys spending time with her family, reading a good book and traveling. Her favorite place to be is on the beach. Shari can usually be found cheering on her boys at their school sporting events. She lives in Pettisville, Ohio with her husband Ryan and their three boys, Mason, Jaxon, and Jadyn, and their dog, Harley.
201 Ditto St
Archbold, OH 43502
- FINRA Series 7
- Series 66 Securities Registration
- Ohio Life, Health and Annuity License
- CERTIFIED FINANCIAL PLANNER™ professional
- Top 100 of Money Concepts Advisors
- Sustainable Growth Award
- Apex Award Winnter
- Bachelor’s degree in Finance and Marketing from Defiance College
Our Guiding Principles
We want two things for everyone: freedom & happiness. We help people first define their life goals, then empower them to achieve those goals.
Less Stress. More Enjoyment.
Schedule your complimentary appointment today!