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team members Archives - Sharkey, Howes & Javer

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

By | SH&J Blog, SH&J Team | No Comments

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!