The Shard Financial Services, Inc. Team wants you to experience true financial happiness. We believe that starts when you walk through our doors. Our approach to holistic financial planning allows us to create relationships with our clients that go above and beyond the normal client/planner relationship. We view our clients as family members and by learning what our clients lifestyle dreams are we are able to add true value to their lives by providing individualized strategies to their financial situations.
At Shard Financial Services, Inc. we believe in hiring talented individuals that are able to excel in their talents. We encourage you to get to know our team!
Margie Shard, CFP®
CEO, Wealth Advisor, Best Selling Author, Radio Host
Margie Shard, CFP® is a graduate of Michigan State University and has been in the financial services industry since 2001. She is a self-starter, go-getter, community leader and long term visionary. After starting her career at Edward Jones, Margie wanted to offer her clients independent investment advice, financial planning and personalized customer service. Shard Financial Services Inc. was founded in Fenton, Michigan in March 2006. Margie is a CERTIFIED FINANCIAL PLANNER ™ and has the following security registrations with LPL Financial: Series 7, 24, 63, 66, and Life and Health Insurance.
Margie is passionate about helping her clients pursue their goals through financial planning. Every year, she attends 3-5 conferences, completes over 30 Continuing Education Credits, and participates in daily market research calls. She believes in keeping up on market and economic issues in order to help navigate her clients through risks she sees developing in the markets. Margie is the bestselling author of, Financial Planning Exposed – Overcoming Myths to Create a Secure Future. Her radio show, The Margie Shard Show, also airs each Sunday at 10am on Supertalk 1570 and is re-aired via podcast on Tuesday’s.
In June of 2015, Margie was honored by Investment News as being selected as the top 40 Under 40 of those in the financial advice industry. The Investment News 40 Under 40 honorees were chosen based on their level of accomplishment, contribution to the financial advice industry, leadership and promise for the future. Visit investmentnews.com (http://www.investmentnews.com/section/40-under-40/2015/profile/0/Margie-Shard) for more information on the 2015 40 Under 40 list.
Margie believes in making the community a better place for all. In 2012, she created the Shard Financial Back Pack Night (formerly Women, Wine, Fashion & Finance) fundraiser to benefit the Food Bank of Eastern Michigan’s Back Pack program. This provided funding to give elementary school children a backpack full of food so they can eat over the weekend. As a result of her efforts, in November 2014, she will be a guest of honor at the annual State of Michigan Harvest Gathering Luncheon. Margie also co-founded 100 Women Igniting Change in 2013, a bi-annual event in which community women come together and select a charity for a $10,000 dollar donation.
Margie has presented on several panels for LPL Financial to help educate her peers on topics such as building human capital, leveraging community involvement, and ways advisors can move their business from one level to the next. She has presented for LPL Financials Focus conference as well as the Business Leaders Forum for LPL Financials top performers.
She has received numerous awards and recognitions for both her professional and community achievements. Here are a handful:
- Business of Professional Women State of Michigan Young Careerist (2004)
- Fenton Regional Chamber of Commerce Community Hero Award (2012)
- Named by Five Star Professional as a Five Star Wealth Manager (2013, 2014, 2015)
- Food Bank of Eastern Michigan Community Leadership Award (2013)
- Peak Advisor Alliance Practice of the Year Award (2014)
- Business of Professional Women State of Michigan Person of Achievement (2014)
- Investment News 40 Under 40 (2015)
Peak Advisor Alliance is one of the premier advisor coaching and practice management programs in the industry. More than 20 percent of the top 100 independent financial advisors in the country trace their roots as a Peak Advisor Alliance member, according to Registered Rep magazine. The Peak Advisor Practice of the Year Award honors a financial planning firm from among its members that has significantly enhanced its service to clients and shown outstanding growth. Margie’s firm was chosen from among some of the top wealth management practices in the nation.
Five Star Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of (2013, 2014, 2015) Five Star Wealth Managers.
Margie is married to Tony Shard, President of Shard Marketing & Branding and Midwest Soccer Academy. They have a four year old son Keegan. She currently resides in Fenton, MI. She is an active boater, runner and kayaker.
To contact Margie Shard please email her at email@example.com.
Director of Operations & Wealth Advisor
Jen joined the firm in May of 2009 and is a graduate of Baker College with a Bachelor’s degree in Business Administration.
Jen holds the Series 7 and 66 securities registrations with LPL Financial, and has a Life and Health Insurance licenses. Her belief in attention to detail and strong follow through to facilitate the client’s ultimate goals has provided a helpful experience to clients.
Jen is responsible for operational, research, trading and financial planning functions. She has over 20 years in the accounting and finance field. She is currently studying for the Accredited Portfolio Management Advisor (APMA) credentials. Jen resides in Fenton with her husband Al and daughter Alicia. She is active in the PTO at Tomek Eastern Elementary in Fenton. Jen’s hobbies include reading, baking, and traveling.
To contact Jen please email her at firstname.lastname@example.org.
Amanda joined our firm in September 2011 after graduating from Ferris State University and strives to provide the highest level of client service and satisfaction. Her friendly and outgoing nature makes clients feel welcome and confident.
Amanda is solely responsible for all account paperwork, transfers, financial planning data entry, and scheduling. She has successfully completed the LPL Financial Admin University and is extremely talented and efficient. Amanda is currently studying for her Series 7 securities license. We frequently receive compliments in the form of verbal and written communication from clients on how exceptional her customer service is.
In her spare time, Amanda likes to target shoot, read and watch Law and Order SVU! She is busy planning her wedding to her fiancé Steve in April 2015.
To contact Amanda McCall please email her at email@example.com.
Client Service Specialist
Yussef joined the firm in January of 2015. Graduating from The University of Michigan, Ann Arbor, he holds a bachelors degree with majors in economics and political science. With international experiences in South East Asia, Eastern Europe, and North Africa, Yussef focuses on the big picture and brings a global perspective to the firm. With Shard Financial, he conducts market research, coordinates client service functions, and works closely with the marketing and event team to build the client base and engage the public.
In his spare time, Yussef is committed to local volunteer work and enjoys reading, coffee, and following Arsenal F.C.
To contact Yussef please email him at firstname.lastname@example.org
To book Margie to speak, and for all media inquiries, marketing and advertising please contact our marketing agency, Shard Marketing & Branding. You can reach Tony Shard at 810-714-5566 or email@example.com.