At a glance
Client services lead
On-going account management
Sharon currently serves a dual role of Director of Client Services/
Advanced Planning Committee. Sharon’s team is involved in retirement
plan distributions, systematic withdrawals, cash balance requirements,
asset transfers and other client assistance issues. In addition to this
Sharon, who is nearing completion of the Certified Financial Planner®
(CFP®) designation, is responsible for managing financial plan design for
clients using the proprietary PensionTRAC™ program. Prior to joining
Vector in 2000, Sharon was an Annuity Services Specialist with
Minnesota Life (Securian) where she supervised a team of Annuity
Service Technicians. Sharon holds a BS degree from Mankato
State University.
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Thomas G. Fee, Principal
Michael A. Ricci, Jr., Principal
Scott Oeth, Advisor
Sam Rouman, Advisor
Sharon Calhoun, Director of Client Services
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