Shari K. Hooper
Comprehensive, Holistic Wealth Management for those that engage with me for the financial planning they know they need. During the process, we prioritize their needs from Investment Managment, Estate Planning, Medicare Education to their employee benefits including 401k management. I am here to serve my clients in the capacity that they need and are willing to put in the time and resources to reach their desired goal. I have put together a wonderful team that supports the entire wealth planning process and know that I can deliver the education and products needed to support my clients all in one place. My goal is to help simplify the process and consolidate their goals.
Shari has nearly 30 years of experience in the financial industry and has been a member of the Summit Wealth
Partners team since Spring of 2020. Her experience began during high school, continued through college
summers, and then full time while working with her mom, Valerie, one of the leading financial advisors in her time.
During her time in the financial industry, Shari has received the following credentials: Registered Para-planner
through the College of Financial Planning, life, health, variable insurance licenses, Series 7, 63, 65, and a Certified
Senior Advisor Designation. Shari has completed her Behavioral Finance designation and is a current candidate
for her Chartered Financial Consultant (ChFC) through the American College of Financial Services.
“I enjoy meeting new clients every day, especially women and seniors. I love knowing that I can help provide
them with tools for successful retirement planning, social security, and Medicare planning,
all under the Wealth Management Platform.”
Shari actively participates in many organizations that are centered on both women and seniors: Greater Grand
Rapids Women Who Care, Inforum, WISE, West MI Women’s Magazine, Advocates for Senior Issues, and Women
& Wealth, which she created and hosts monthly to provide an unintimidating platform for women to learn, ask
questions and receiving financial planning advice on their current investments and employer benefits.
Shari’s Focus Areas Include:
Financial education and planning with women of all ages and life stages | Such as single, divorced,
widowed, executives, and/or business owners.
Servicing senior investors | Addressing issues affecting them such as healthcare, home-care, and
changing family dynamics leading up to and through their retirement years
Building and strengthening relationships with clients and the community | Brining value and providing
services to the people in West Michigan
Shari and her husband Todd, currently reside in Ada, Michigan. They have two children together, Ana Rose
and Joshua. Her daughter is attending college at the University of Kentucky in Lexington and studying Fashion
Merchandising. Shari’s son, Joshua, is high school. He is a AAA hockey player, which gives them many
opportunities to travel and see new cities while watching him play. Their blended family brought two amazing
step-daughters, a son-in-law and a granddaughter.
“Providing Advice and Education while Reducing Risks, is Important to Having a Successful Retirement.”
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