Meet Sheila.

Over the years, Sheila has handled many duties at Concord Wealth Partners from covering the front desk, scheduling appointments, payroll, and ordering supplies; you name it, if it is administrative Sheila has probably done it. Sheila now spends the majority of her time planning client events, and the Concord Wealth charitable endeavors and is responsible for the marketing materials used by the firm. She is also very hands-on with keeping in touch with clients concerning birthdays, anniversaries, and sometimes just saying hello.

Sheila enjoys cooking for her large family of relatives, friends, and co-workers. She also enjoys biking and walking on the Creeper Trail, boating on the lake, and walking her three dogs; Ginger (Maltese), Sammy (Miniature Schnauzer), and her Chocolate Lab, Marley. Sheila has two children, Justin who is a Partner and Wealth Advisor at the firm, and Carrie who is an Operations Associate also at the firm.

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