Sharon Baggs

Sharon Baggs

Service Specialist/Relationship Development

Sharon utilizes her eye for detail to ensure the advisors are fully prepared to meet with clients for reviews. She nurtures client relationships, acts as the primary contact for managing Required Minimum Distributions (RMDs), processes contribution and distribution requests, handles account updates, and addresses client requests. In addition, she promotes client engagement through educational webinars and appreciation events. A Portland native and graduate of the University of Oregon, Sharon enjoys family, walking, cooking, and travel.