Sharon Gentles


With over two decades of experience in the financial services industry, Sharon has honed her expertise in identifying workflow redundancies and optimizing operational processes. Her career trajectory, predominantly as a business manager and client consultant, reflects her passion for enhancing efficiency while fostering meaningful connections with clients and team members.

Her finance journey began as a fixed-income business and client relations manager, eventually transitioning into a consulting role serving a diverse array of advisors, from large-scale teams to boutique firms.

Beyond her professional endeavors, Sharon cherishes time spent with her loved ones, whether navigating the picturesque trails of Sammamish, getting lost in the pages of a captivating book, or sharing in the excitement of NY Yankees games alongside her dad. Furthermore, her role as Secretary on the board of her Homeowners' Association ensures that her days are always filled with engaging responsibilities and opportunities to contribute to her community.