Shari Mehm

Shari Mehm supports Hendel Wealth Management Group’s Financial Advisors with a depth of experience spanning capital markets, compliance, operations, and client service. Her career began in investment banking, where she advanced into trading and spent several years as a NASDAQ trader executing transactions for portfolio managers and large institutional firms. This market foundation continues to inform her thoughtful, detail‑driven approach to client support.

Transitioning into wealth management, Shari became a key resource for advisory teams, supporting compliance coordination, operations, and client engagement. She has overseen regulatory workflows, coordinated client onboarding and account maintenance, and partnered closely with advisors to ensure each client experience reflects clarity, professionalism, and care. Known for her calm, solutions‑oriented mindset, Shari helps streamline processes and strengthen communication so advisors can remain focused on serving clients well.

Outside the office, Shari enjoys exploring national parks, spending time with family over card and board games, and staying engaged in her local community. She volunteers with food drives, holiday giving programs, and family‑focused initiatives, and supports 22 a Day, an organization dedicated to raising awareness around mental health challenges faced by U.S. veterans.

Shari considers being a mother her greatest accomplishment. The perspective it provides shapes how she leads, supports others, and shows up with purpose each day. She joined Hendel Wealth Management Group because of the firm’s commitment to integrity, personalized guidance, and enduring client relationships—values that strongly align with her own. At Hendel Wealth Management Group, Shari is proud to contribute to a collaborative culture built on trust, transparency, and long‑term partnership.