The Owner and President of The QDRO Company, LLC, Sharee has been reviewing and drafting QDROs since 2006 and has consulted many attorneys and clients regarding the division options of many different retirement plans. She specializes in various privately-held ERISA plans as well as State, Municipal, and Federal plans. Sharee has been a presenter at the Institute for Continuing Legal Education, Washtenaw County Bar Association and Conflict Resolution Training.

 

Sharee has 15 years’ experience in the financial services industry, with a focus on assisting individuals during and post-divorce with understanding their short- and long-term implications of various settlement options. She has reviewed hundreds of financial documents over the years and has a unique ability to explain the complex financial information and division options in a way the non-financial individual can understand.

 

Sharee is active in her community, currently serving on the Board of Directors as Treasurer of the Collaborative Practice Institute of Michigan and the Chelsea Field Hockey club. In her spare time, Sharee enjoys spending time with her family, especially watching her daughter play field hockey, tennis and the viola. Sharee enjoys being physically active by playing tennis, spinning or walking her dog, and she loves traveling and being anywhere “Up North.” An Ohio native, Sharee has lived in Michigan since 1996 and has most definitely become a Wolverine – GO BLUE!!

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EDUCATION:

MSW - University of Michigan (Ann Arbor)

BA - Miami University (Ohio)

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TRAININGS & CERTIFICATIONS:

CFP - CERTIFIED FINANCIAL PLANNER certification through the College of Financial Planning

CDFA - Certified Divorce Financial Analyst certification through the Institute for Divorce Financial Analysts

CQS - Certified QDRO Specialist certification through the American Association of Certified QDRO Professionals

Domestic Mediations Training through the Mediation Training & Consultation Institute

Collaborative Training through the Collaborative Practice Institute of Michigan

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PROFESSIONAL ASSOCIATIONS:

Collaborative Practice Institute of Michigan - Current Board Member

Financial Planning Association

Institute for Divorce Financial Planning

American Association of Certified QDRO Professionals

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LICENSES:

Inactive: General Securities License (Series 7 & 63), Life, Accident & Health Insurance, Variable Contracts

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