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@vectrabank.com
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Shari Carlson is listed as Financial Advisor at Unity Wealth Strategies, based in Colorado Springs, Colorado, United States. AeroLeads shows a work email signal at vectrabank.com and a matched LinkedIn profile for Shari Carlson.
Shari Carlson previously worked as Financial Advisor, CEO at Unity Wealth Strategies and Financial Advisor at Creative Financial Services Inc. Shari Carlson holds Master’S Degree, Non-Profit/Public/Organizational Management from Regis University.
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AeroLeads found 1 current-domain work email signal for Shari Carlson. Compare company email patterns before reaching out.
In the pursuit of your financial goals, it’s important to identify priorities, understand your options, and implement a strategy. I help clients make informed decisions for about their financial future. It is not about saying what to do, it is about providing tools and being a cheerleader for financial success.
Listed skills include Financial Planning, Customer Experience, Life Insurance, Iras, and 50 others.
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Colorado Springs, Colorado, United States
We pride ourselves on offering personalized, collaborative financial guidance tailored to your unique needs. Our experienced team is dedicated to helping you navigate your financial journey with confidence. After 5 years of being an advisor with other firms, I am proud to have started Unity Wealth Strategies. We are a woman owned and operated fee only financial planning and investment management firm.
Colorado Springs, Colorado Area
As a relationship banker my focus is to develop and expand customer relationships. I tend to the banking needs that go beyond deposits and withdrawals, such as processing loans, opening accounts, and resolving client problems. I work with individuals and business owners.
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Shari Carlson works for Unity Wealth Strategies.
Shari Carlson is listed as Financial Advisor at Unity Wealth Strategies.
AeroLeads has found 1 work email signal at @vectrabank.com for Shari Carlson at Unity Wealth Strategies.
Shari Carlson is based in Colorado Springs, Colorado, United States while working with Unity Wealth Strategies.
Shari Carlson has worked for Unity Wealth Strategies, Creative Financial Services Inc, Mutual Of Omaha Advisors, and Vectra Bank Colorado.
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Shari Carlson holds Master’S Degree, Non-Profit/Public/Organizational Management from Regis University.
Shari Carlson is listed with skills including Financial Planning, Customer Experience, Life Insurance, Iras, Health Psychology, Mental Health, Time Management, and Microsoft Word.
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