Sharkey, Howes & Javer has 8 CERTIFIED FINANCIAL PLANNER™ professionals on our team who have a depth of knowledge and experience we offer our clients.
FINANCIAL ADVISORS
Eileen M. Sharkey, CFP®
Job Position
Eileen is a principal of Sharkey, Howes & Javer, and began her career as an Actuary designing corporate pension and profit sharing plans. She discovered that advocating the necessity of lifelong planning was her passion and in 1978 she earned her CFP®, CERTIFIED FINANCIAL PLANNER™ certification, and began helping individuals and small businesses create personalized investment and retirement plans.
Lawrence E. Howes, MBA, CFP®
MBA, CFP®
Lawrence Howes, MBA, CFP® is a founder and principal of Sharkey, Howes & Javer. He is the firm’s Chief Financial Officer and Economist. He specializes in fixed income investments. Larry served on the Investment Committee of Pinnacol Assurance overseeing the management of its investments.
Joel B. Javer, CLU, CFP®
Job Position
Joel B. Javer, CLU, CFP® is a principal of Sharkey, Howes & Javer where he chairs the investment department, and is in charge of equity and fixed income research. He is the firm’s Chief Compliance Officer and, in addition, he creates custom investment portfolios for individuals and pension plans. Colorado State University, in conjunction with the American Association of Retired Persons (AARP), has enjoyed Joel’s presentations on investment planning at their semi-annual programs for many years.
Karlton D. Childress, CFP®
Job Position
Karlton joined Sharkey, Howes & Javer in September of 2000 and became a shareholder of the firm in 2005. He currently serves on the firm’s Investment Committee and Financial Planning Committee. In preparing personal financial plans for clients, Karlton continually places a significant amount of emphasis on gaining the perspective of each individual client and addressing the “big picture.”
Harold W. Kirschner, MBA, CFP®
Job Position
Harold joined Sharkey, Howes & Javer in 2003 and became a shareholder on September 1, 2011. He sits on the firm’s Investment Committee, is a member of the firm’s Investment Department, and handles Compliance for SH&J. He has been providing personal financial planning and investment management services to clients since 1998.
Julie Fletcher, CFP®
Job Position
Julie joined Sharkey, Howes & Javer as a financial advisor in 2013. Julie enjoys helping clients make sound financial decisions. Julie has enjoyed the Financial Services profession for nine years. She is committed to the client’s best interest and helping clients find purpose and clarity in their financial lives.
Melissa J. Baldwin, CFP®
Job Position
Melissa joined SH&J in January 2011. As the Financial Planning Coordinator, she is a prolific writer of Financial Plans for clients of the firm and assists with industry research. Currently, Melissa serves on the firm’s Financial Planning Committee and Investment Committee.
Derek Van Calligan, RICP®, CFP®
Job Position
Derek Van Calligan, RICP®, CFP®, joined Sharkey, Howes & Javer in August of 2017. Derek has been in the financial services industry since 2015. Before starting at Sharkey, Howes & Javer, he worked for wealth management firms in Minneapolis, MN and Milwaukee, WI.
SH&J SPECIALISTS
Scott Brookes, AIF®, Employer-Sponsored Plans
Job Position
Scott is the Director of Retirement Plan Services for Sharkey, Howes & Javer. Scott joined the firm in October, 2007 to help businesses research, establish and manage corporate retirement plans, such as 401k plans.
Kay D. Sinclair
Job Position
Kay joined Sharkey, Howes & Javer in 2004 as a member of the client service team. Kay enjoys working with our clients and getting to know them. Her warmth and enthusiasm makes her beloved by our clients.
Brittany D. Samples, MS
Job Position
Brittany joined Sharkey, Howes & Javer in April of 2014 as our Marketing Manager and Client Advocate. New to the finance industry, Brittany’s fresh perspective to marketing and strong client service background makes her a great addition to the SH&J team.
Jessica Sare
Job Position
Jessica joined Sharkey, Howes & Javer in 2011, and works in our Client Service department. Among many other things, Jessica assists with cash requests, transfer of assets, new accounts and scheduling appointments. She prides herself on being efficient and detail-oriented, which both our clients and our team members greatly appreciate.
Amy Geist
Job Position
Amy joined Sharkey, Howes & Javer in November of 2014 after working 7 years as an Operations Manager in the financial industry. Amy assists the SH&J client service team with cash requests, transfers of assets, new accounts and scheduling appointments. She enjoys helping others and completing tasks.
Kerry Poorman
Job Position
Kerry takes primary responsibility for placing trades in clients’ accounts as well as managing the firm’s investment database. She is also in charge of the quarterly reports clients receive. Kerry brought 15 years of experience in the investment management industry when she joined Sharkey, Howes & Javer in 2006.
Amy Geist
Job Position
Amy joined Sharkey, Howes & Javer in November of 2014 after working 7 years as an Operations Manager in the financial industry. Amy assists the SH&J client service team with cash requests, transfers of assets, new accounts and scheduling appointments. She enjoys helping others and completing tasks.
Kerry Poorman
Job Position
Kerry takes primary responsibility for placing trades in clients’ accounts as well as managing the firm’s investment database. She is also in charge of the quarterly reports clients receive. Kerry brought 15 years of experience in the investment management industry when she joined Sharkey, Howes & Javer in 2006.
