Sharon Allen, CFP(R), CTFA – President & Co-Founder
About Sharon C. Allen
When I founded the firm in 2004, it was with a desire to be a “beacon of light” in the financial services industry, to elevate the conversation around true wealth, client service, and technical excellence. I love creating and growing a group of like-minded professionals that are the third party steward for our clients, working closely with each client’s unique team of professional advisors.
Being the oldest child of a middle-class family in the Chicago suburbs, I was the first person in my extended family to go to college. Graduating from the University of Illinois in Urbana-Champaign with my Finance degree, I began a professional journey of intimate involvement in all levels of managing the financial lives of affluent families and individuals. I am now the “personal chief financial officer” for my clients, specializing in helping them create tailored financial plans to help guide them through life’s transitions, such as transferring wealth to the next generation, loss of spouse, divorce, retirement, job changes or sale of a business.
Being a positive voice within the financial services industry and giving back is important to me. I am an adjunct instructor at the University of Illinois in the Certified Financial Planning program, as well as a guest lecturer on various financial planning, investing and business topics. I am an active member of the nationally recognized wealth management study group, Family Wealth Advisors Council, and co-author of Caught in the Middle: How Does The Sandwich Generation Woman Not Get Squeezed?
Community is very important to me. I give of my time as Board Chair of the University of Illinois Community Credit Union, and Board and committee member of various non-profits in our area, as well as invest time in supporting and mentoring entrepreneurs.
As a mother of two boys, I also enjoy being actively involved in all of their activities and the local school community.
Martin Allen, Executive Vice President & Co-Founder
About Martin Allen
I have always been an entrepreneur. Building something tangible from just a tiny idea is a passion of mine. When we started Sterling Wealth Management, I found it a fantastic opportunity to utilize the experiences I had gained over the years in real estate and technology to create an infrastructure that would allow our firm to grow to meet our client’s needs efficiently. In my role now, I am always looking for ways to make our client’s lives easier. Entrepreneurship is at the heart of everything I do and I welcome opportunities to help others further their entrepreneurial dreams.
Creating partnerships is important to me. Whether it is within our organization or in our business to business relationships, I am always thinking of ways to help a situation be a “win-win” for everyone involved. I enjoy cultivating relationships and building mutual understanding to help find solutions to challenges and bring a project to successful resolution.
Outside of building our business, I enjoy spending time with my wife and two boys, playing guitar, golf, and investing time in my community of friends.
Edward Anderson, CFP(R), Financial Advisor
About Edward Anderson
I joined Sterling in 2014 with the goal of providing financial answers to people in all types of unique situations. Since my first day, not only have I had the opportunity to craft high quality financial solutions for Sterling’s great clients, but I have also enjoyed working closely with a team of talented, diligent, and caring individuals who pour themselves into the work they do for others.
Being able to help people navigate their unique financial situations is important to me. Through my work and my studies I plan to have a positive impact on people’s lives and to improve the financial literacy of my entire community.
After meeting my wife while at school in Virginia, I moved back home to Illinois to continue my education at the University of Illinois. After graduating with high honors and a concentration in Financial Planning in May 2014, I began my professional career as an Associate Financial Advisor with Sterling.
I enjoy reading and keeping up to date on current events in both the financial and political worlds. I am an avid gym goer, although I have recently been getting most of my exercise trying to keep up with our puppy, Roo.
Ginny Clark, Client Service Coordinator
About Ginny Clark
I have over 20 years of experience in office management, and currently serve as the Client Service Coordinator team member at Sterling Wealth Management. My passion is serving our clients and making their interactions with our expert financial team members a seamless experience. It is a true pleasure to help our clients have successful experiences as they move through different aspects of their lives.
Before joining Sterling Wealth Management in 2012, I worked for a diverse range of organizations, from healthcare to financial services to environmental engineering firms. Each one of our clients is unique, and my experience in managing entire office environments and their personnel is an asset to our clients as I assist the Sterling team coordinate our services.
When I am away from the office, I spend time with my three active granddaughters, my Cavalier King Charles Spaniels, and honing my amateur photography skills.