Understanding the 4 C’s
Contact Us Investor Access
Summit Wealth Advisors. LLC
 
Our Team

Sharon Grimm
sgrimm@summitwealthonline.com

Sharon Grimm

With a strong conviction in the value of planning for the future and after many years of personal interest in financial services, Sharon Grimm entered the financial services field approximately 10 years ago. She has been with Summit Wealth Advisors for over seven years. She is a licensed client services representative and holds her Series 7, Series 63, and life, health, and accident insurance licenses along with her certification for long-term health insurance. She also assists with administrative compliance matters and handles processing issues for the firm.

Sharon and her husband, Rob, reside in Carol Stream, Illinois, and are enjoying the challenge of being the parents of two college students, Kristin and Kelli, along with managing their own very active schedule. Now that her daughters are away in college, Sharon is also becoming more actively involved in her community. Her interests outside of work include bowling, hiking, golf and volleyball.

 

 

 
100 Pierce Road | Itasca, IL 60143 | Phone: 630-285-0928 | Fax: 630-285-1879 | Map and Directions
Summit Wealth Advisors, LLC