Team

At Coulee Investment Center at Coulee Bank, we believe helping people better understand and navigate the world of personal finance is vital in order to make prudent decisions concerning your financial future.  

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Shari Hopkins, CFP®, LPL Financial Advisor has been in the financial services industry for more than 17 years and has helped many people just like you with similar issues and concerns. Shari can help you create an approach that is designed to address your individual situation.

Shari graduated from San Jose State University with a major in Economics and a minor in Finance.  She is holding a Series 7, 63 and 66 registrations with LPL Financial.  She is securities licensed in WI, MN, IA and FL and licensed to for insurance products in WI, MN and IA.

Shari lives in Onalaska with her husband and daughter. They enjoy traveling, camping, hiking and biking in their spare time. 

Shari Hopkins, CFP®

Financial Consultant

608-784-3904

608-784-1069

shari.hopkins@lpl.com

Shari Hopkins is a CERTIFIED FINANCIAL PLANNERTM professional with Coulee Investment Center which is located inside Coulee Bank at the Losey Blvd location.  She has her securities registrations through LPL Financial Series 63, 65, and 7, has her insurance license and is a CFP®. Shari brings years of experience as a Financial Consultant and has previously worked for JP Morgan Chase and Fidelity Investments.  Her educational background includes a Bachelor of Science degree in Economics and a minor in Finance.

Shari works with individuals and business owners to improve their asset allocation in order to help build wealth and plan for retirement, generate retirement income, implement tax efficient strategies, assist with estate planning and review insurance needs. Shari is committed to providing excellent service and is dedicated to helping you pursue your goals through a broad selection of quality financial products and services.

Shari resides in Onalaska with her husband, Jeff. They enjoy the outdoors and traveling.

You are invited to schedule a confidential free consultation with Shari.
Call 608-784-3904 today to schedule your appointment.