At Middleburg Financial, Sharon administers client trust accounts. This includes thorough reviews, tax planning, distributions and any other of the comprehensive range of Middleburg Financial trust services.
Sharon has been in the trust business for over 27 years. She makes it a point to familiarize herself with all aspects of her clients’ financial needs and expectations. This is one of the reasons her clients appreciate her expertise and approach.
Sharon holds a Bachelor’s of Science from Virginia Commonwealth University and has completed ABA National Graduate Trust School at Northwestern University. Sharon is a Certified Trust and Financial Advisor (CTFA).
"I'm committed to my clients. I help with their financial affairs and guide them through the many critical decisions they must reach so their financial plan is executed as they wish."