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meet the team Archives - Sharkey, Howes & Javer

Meet Melissa Baldwin

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Name: Melissa Baldwin

Title: Certified Financial Planner™

SH&J team member since: January, 2011

 

What’s your favorite part of being a financial planner?

The outcome. I personally enjoy the process of putting together the puzzle, but the more rewarding part is the outcome. Many people find doing their own financial planning to be overwhelming because there’s so much information out on the internet. So being able to distill information down for clients and give them actionable recommendations that are specific to their circumstances, is the most rewarding and enjoyable part.

You interned with Sharkey, Howes & Javer over the summers while in college. How early did you know that you wanted to work in the Financial Planning field?

The intern work helped me decide that I wanted to be a Certified Financial Planner™. I started out as an accounting major in college, but working here over the summers and seeing how all of the advisors interacted with the clients, and how appreciative all of the clients were, is what geared me more towards financial planning instead of the accounting world.

How did you first get connected with Sharkey, Howes & Javer?

My parents are clients and when they came in for one of their meetings, they asked if there were any opportunities to learn and help with projects over the summers. I have my parents to thank for getting my foot in the door and I am forever grateful.

What’s something about you that would surprise us?

I’ve always wanted to go skydiving. When Groupon first started getting big, I saw a couple Groupons for it and I thought, “I don’t know if this is something that I really wanna go through Groupon for. Sounds a little dangerous.” I have yet to skydive!

What do you like to do in your time off?

I like spending time with my parents and friends. I’m a Colorado native so I enjoy the outdoors, both in the summer and winter with skiing, hiking, and backpacking. I also really enjoy baking.

What’s your favorite thing to bake?

Hmm, that’s tough, there’s so many different varieties. There’s a cinnamon chip oatmeal cookie that I really like. So instead of chocolate chips, it’s cinnamon chips.

Are you still running and competing in races?

No, I am no longer running due to the harshness of running on your knees, but I have been doing a lot of cycling lately.

What are some of your favorite travel destination?

Some of my favorite places are Prague and Germany. Some places I would like to visit are Austria and Nepal.

Meet Mimi Hackley

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Name: Mimi Hackley

Title: Shareholder and Certified Financial Planner™

SH&J team member since: 1998

 

You are admired for the way you are with clients. What advice do you have for building and maintaining strong client relationships?

Listen first. Be honest, yet compassionate. Do what comes naturally and is best for the client. Focus on practical and applicable solutions while keeping it as simple as possible.

What does your ideal weekend look like?

  • Family time with our children,
  • Unstructured as often as we can manage it,
  • Unplugged for much of it,
  • Plain-old fun playtime with cooking, laundry and administrative stuff thrown in on the sidelines.

We try to keep it simple and always manage to find things to laugh about even when we’re arguing (which happens a lot with two boys close in age – the laughter typically diffuses the spite!).

As a child, what did you dream of being when you grew up?

First, I wasn’t aware I’d grown up. As a child, I dreamed of always being a child, a la “Peter Pan”. My brothers and I had more fun as children than anyone I know – except my mom who still has more fun than the rest of the world.

Also, if I had to grow up, I wanted to be a teacher. My mom practically forbade my “Teacher” aspirations because, back then, teachers were not well paid nor well-enough respected for the great service they impart. It’s interesting that while I didn’t become a “teacher” I teach clients every day how to make wise financial decisions and thoroughly enjoyed teaching CFP students for several years.

You have been with Sharkey, Howes & Javer for over 15 years. What do you love most about your job?

The fulfillment that comes from helping people help themselves.

Finish this sentence: As a mother of two boys…

…I’m busier than I’d ever imagined was possible and am having more fun now than I did as a child… Wow! That’s really something!

Meet Melissa Baldwin

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Name: Melissa Baldwin

Title: Certified Financial Planner™

SH&J team member since: January, 2011

 

 

My favorite thing about working at Sharkey, Howes & Javer is…

TEAMWORK! We all come from different backgrounds and have different views and insight on various topics and it is great to be able to use each other as a sounding board. Teamwork and collaboration opens the door for more perspective in problem solving and options for clients to reach their goals.

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Meet Kay Sinclair

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Name:  Kay Sinclair

Title:  Client Service

SH&J team member since:  2004  

 

You just welcomed your first grandchild into the world, a beautiful baby boy. Congratulations, Grandma! What are you most excited to do with your grandson?

Love him.  My husband and I have been so blessed with our sons that we are so looking forward to all the stages of our grandson’s life.  I want to cuddle with him, read to him, then play on the floor with him and his toys, bake with him.  Pinterest has a whole page on science ideas that I want to try with him, soccer and bicycle riding, I am looking forward to all of it.   The only thing I am NOT looking forward to is adolescent boy humor.   

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Meet Karlton Childress

By | Karlton Childress, Planners, SH&J Blog, SH&J Team | No Comments

Name: Karlton Childress

Title: Shareholder and Certified Financial Planner™

SH&J team member since: September, 2000

 

What do you find most inspiring about being a financial planner?

What I find most inspiring is having the opportunity to help people fully understand and take control of their financial picture so that they can confidently concentrate on other non-financial aspects of their lives and reach their full potential.

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Meet Julie Fletcher

By | Julie Fletcher, Planners, SH&J Blog, SH&J Team | No Comments

Name: Julie Fletcher

Title: Certified Financial Planner™

SH&J team member since: October, 2013

 

You have been a financial planner at Sharkey, Howes & Javer for over a year. What do you enjoy most about working here?

This firm truly acts in the best interest of our clients. There is no such thing as “sales” in this office, which minimizes the stress level and frees up time to spend on problem solving instead.

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Meet Joel Javer

By | Joel Javer, Planners, SH&J Blog, SH&J Team | No Comments

Name: Joel Javer

Title: Partner and Certified Financial Planner™

SH&J team member since: December, 1990

 

As a Partner of Sharkey, Howes & Javer, a financial advisor, marketing director and member of the investment department, you wear many hats around here, and are a role model to your staff. What advice do you have for our younger team members and for people wanting to join the financial planning industry?

Be honest with yourself and clients.  Listen carefully to what clients say and provide non biased advice as to what they should do to achieve their goals.

What was your first job and how old were you?

I had a paper route when I was 10 and then worked in a stationary store when I was 15.

You have traveled all over the world. What was your favorite destination and why?

Italy. The people are fun to be with, the country and cities are beautiful and I can recognize what I am eating.

Looking back, what do you feel has been your biggest accomplishment?

Starting Sharkey, Howes & Javer. The number of clients we have helped with their financial decision making and the generations of planners that we have developed to assure continuity of client needs and the legacy of the firm, when I stop to think about it, is richly rewarding.

Tell us something we would be surprised to learn about you.

As I child, I liked listening to classical music.

2015 Medical Advocacy Client Event

By | Medical Advocacy, SH&J Blog, SH&J Events, Videos | No Comments

On April 9, 2015, we hosted our second client event at The Cable Center, located on the University of Denver’s beautiful campus. As usual, our team selected a delicious array of drinks and appetizers for our attendees to enjoy before the presentation. Some of the favorites included spiced flank steak, Chile rubbed chicken skewers and apple crisp for dessert.

The topic of the evening was Medical Advocacy. As healthcare continues to change, having a partner to advocate for your care and the care of your loved ones is more important than ever. Our own Eileen Sharkey, CFP®, along with Janine Guillen, JD, MBA, LLM, RN from Anderson & Jahde, PC Law Offices gave a very detailed presentation full of tools and tips for effective medical advocacy. For those who were unable to attend, please find a video of Eileen and Janine’s presentation below.

Note: This is a large video file and may take a moment to load.

Throughout the video, you will hear Eileen refer to handouts which are available for download on our website here. If you would like a courtesy copy of the Medical Advocacy Starter Kit 101, please contact SH&J at 303.639.5100 or email Brittany with your name and address, and a copy will be mailed to you.

Thank you to everyone who was able to join us at The Cable Center. The evening was enjoyable for all of us at SH&J and we look forward to celebrating with everyone again at our 25th Anniversary and Client Appreciation Event on October 22, 2015.

Medical Advocacy Program – Starter Kit 101
Provided with permission from the author:
Janine A. Guillen
Anderson & Jahde, PC
5554 S. Prince St., #200
Littleton, CO 80120
303-782-0062
www.andersonjahde.com

Meet Jessica Sare

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Position: Client Service

SH&J Team member since: March 2011

 

All of us at SH&J know how much you love to bake, and we have been lucky enough to try some of your delicious desserts. Is there anything in particular that you’ve made that you are most proud of?

I do enjoy baking; however I also enjoy decorating what I bake. I made a beach themed cake last year for my daughter’s Luau birthday party and a princess castle for my niece. As with everything else practice is key, however I don’t particularly need to eat all of those baked good so I offer to bake for others so they can have the calories!

Your four year old daughter, Payton, is such a character. We love hearing about the cute things she says and does. Anything we’ve missed recently that you could share?

It is hard to say the office has missed anything because my favorite thing to do is talk about all the funny things she does. She loves singing, dancing and of course, like most little girls, mimicking mommy. So the funny stories tend to revolve around her trying to act a little old for her age.

Describe what an ideal Saturday looks like for you and Payton?

Typically we are getting together with family and friends. She enjoys her cousins and my friend’s children and I enjoy watching them play. We also frequent the Denver Zoo. My husband and I enjoy taking Payton to experience new things, so we should have a fun filled summer since she is now at the age she can do things like hike without being carried.

If you could go anywhere in the world, where would it be, and why?

I just want to travel. There are so many beautiful places in this world that I would love to see! I have not yet had the opportunity to do much traveling so it is hard for me to pick just one place.

What is the best thing you have ever purchased?

My husband and I purchased our first home together this past year. It was an interesting experience trying to sell my townhome and purchase a home at the same time. There was quite a bit of stress, but we were able to find what we hope to be our forever home. We are looking forward to putting our own personal stamp on it over the next 30 years!

Meet Amy Geist

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Name: Amy Geist

Title: Client Service

SH&J team member since: November, 2014

 

As the newest team member of SH&J, what have you enjoyed most about working here so far?

I’ve enjoyed getting to know the team and everyone’s diverse backgrounds and knowledge.   I’ve been impressed with SH&J’s culture and everything we stand for. It’s been rewarding to be a part of something so grand.

We hear you love to cook. What’s your favorite meal to make?

I enjoy cooking almost anything as long as it’s for great company. I believe food brings people together and forces them to interact and communicate. My favorite meal to make is Thanksgiving dinner with my mom. I usually go to her house in the morning and we watch the parade while we make stuffing, spaetzles, and the usual traditional family recipes. Having people enjoy something you made is so rewarding.

If you could have any super power what would it be?

I would have the power to create a soundtrack based off of what was happening at the time. I think the ability to have a certain song play that corresponds with an occurrence would highlight and deepen it. Just like it does during a movie, but it would be for life in general.

What’s the best thing you have ever gifted to someone?

I think the best gift you can give someone else is the gift they wouldn’t think of or buy themselves. The thought and meaning behind the gift is ultimately what it’s about. Every year I used to buy my dad a gift but would always feel like I could do better, so a few years ago I baked him cookies and mailed them to him. He was so excited and surprised and now he asks for them every year instead of me buying him something else. Sometimes the littlest things have the biggest impact.

If you could do anything, and money wasn’t a factor but you still had to work, what would you do?

I would assist local animal shelters and organizations. I am a huge animal lover and believe you should help those who do not have a voice to help themselves.