Sharon Schamel
Senior Client Relationship Manager
Sharon Schamel
Senior Client Relationship Manager
I started working with Tom in 2014 at Wells Fargo Advisors, and was excited to assist Tom and Andrew in launching Brady Family Wealth in 2021.
During my time at Wells Fargo Advisors, I received the Premier Client Associate designation — an acknowledgment of professionalism, integrity, and core leadership values. I’ve always taken pride in providing the highest level of personal service.
I truly enjoy getting to know our clients and building trusting relationships with them and their families. Our clients deserve the best experience possible, and my goal is to make each person feel comfortable, valued, and cared for. I aim to handle every request or concern quickly and accurately.
I manage the day-to-day administration of client accounts, including asset movement requests, opening new accounts, required minimum distributions (RMDs), beneficiary and trust updates, rollovers, charitable donations, qualified charitable distributions (QCDs), and any other client inquiries.
“Family” is featured in the name of our firm, and family is especially important to me. My husband Chris and I have three daughters: Jessica, Angie (son-in-law, Drew), and Erica. We welcomed our first grandchild in February 2023. We also share our home with two little hound dogs, Walter and Marley.
What I do at Brady Family Wealth
- I help clients with account updates and requests, including moving money between accounts, setting up new accounts, processing required distributions, updating beneficiaries or trusts, handling rollovers, and coordinating charitable gifts.
- I assist with moving accounts from other institutions, including old 401(k)s, so everything is organized and easy to manage. I’m also here to support clients through more difficult moments, like settling a loved one’s estate.
I am “Mema” to my two-year-old grandson Henry.
I love taking walks in the woods, reading, and traveling.