Sharon earned her B.S. in Business Administration, Finance & Human Resource Management, from Appalachian State University in Boone, NC. Her 20 year financial services career began in 1995 working as the Operations Manager at J.C. Bradford & Co. which merged into UBS Financial Services in 2001 (formerly PaineWebber). Her focus on compliance led her to transition to an Independent Registered Investment Advisor with Resource Partners LLC in 2006.
Her primary role on the Cline Team is overseeing the individual client relationships, maintaining the books and records of the families they serve while ensuring efficient communication and services. Sharon is fully registered with her Series 7 & 66 licenses. Sharon particularly enjoys estate settlement in which she works closely with local attorneys and accountants to ensure proper estate administration.
In addition to her work at Resource Partners, Sharon enjoys cooking, surf fishing, working with the American Heart Association and participating in Bible Study Fellowship.