Sharon Mallory

Website: SDM Investments LLC

Biography:

Sharon Mallory is the CEO of SDM Investments LLC, a registered investment advisory firm (RIA). Mallory served as a commanding officer in the United States Army several years prior to entering the financial industry in 1992, when she joined a national financial firm and remained there for 14 years. She has an extensive background in leadership and sales. Mallory is responsible for defining and maintaining the direction of SDM Investments and ensuring that clients’ financial planning needs are being met at the highest level of fiduciary responsibility. She attended Purdue University in Lafayette, Indiana, where she received her B.A. degree prior to pursuing advanced degrees at Chicago State University and the University of Colorado’s School of Financial Planning. Mallory received the chartered mutual fund counselor (CMFC) designation from the University of Colorado. She holds FINRA series 6, 63, 65 securities licenses and Life and Health licenses.