Sharan K. Sawhney

Sharan has been interested in personal finance since her days in college.  She earned her Bachelor of Science degree in Accounting and Bachelor of Science degree in Finance from George Mason University with the intent of blending her tax knowledge with her deep understanding of wealth management to help her clients achieve their financial goals.

Sharan’s complete understanding of individual income tax allows her to design client financial plans to utilize favorable tax rates available to individual clients.  Her approach to financial planning is to design portfolios and implement strategies that are tax efficient and are in line with her client’s goals currently and into their retirement years.

Sharan holds her Series 65 license and is a member of the firm’s investment committee.  Sharan will be working on her CFP designation in the near future.