About Our Financial Services Team
Real people with real experience ready to help.
Every financial decision you face, from saving for retirement to protecting what you’ve built, comes with real weight behind it. You can try to sort through it all on your own, piecing together advice from articles and guesswork. Or you can work with a team that has spent decades helping people just like you make sense of it and move forward with confidence.
Introducing the Financial Experts On Your Side
Unity Wealth Strategies is a fee-only, fiduciary financial planning and investment management firm based in Colorado Springs. That means we’re legally required to act in your best interest, always, not steer you toward a product that pays us more. It’s a simple standard, but it’s one that shapes everything we do.
Our team brings together decades of combined experience in financial planning, investment management, accounting, and organizational finance. We work with individuals, families, and small businesses at every stage, from young professionals building their first savings habits to retirees making decisions about income and legacy. However you define financial success, we’re here to help you build a clear plan to get there.
Shari Carlson
Shari Carlson began her career in the financial industry in 2010 and became a financial advisor in 2019. As the owner of Unity Wealth Strategies, she specializes in tailored financial planning and investment management built around each client’s unique goals. Shari is dedicated to helping clients build wealth, manage risk, and create strategies that adapt as their needs change. Based in Colorado Springs, she takes pride in offering clear, practical guidance that helps clients make confident decisions for their long-term success.
Doug Hering
Doug Hering began his career in the financial industry in 2021, building on more than 40 years of experience in accounting and organizational finance. As a financial advisor at Unity Wealth Strategies, he helps individuals and families develop personalized strategies to support their goals. Doug works with clients focused on building and preserving wealth, from younger investors establishing strong saving habits to retirees working through income and tax decisions. Based in Colorado Springs, he offers thoughtful, straightforward guidance to help clients make informed choices.
Becky Miller
With over a decade of experience in the financial industry, Becky Miller is dedicated to helping individuals and small businesses reach their financial goals. She takes the time to understand each client’s unique needs and builds personalized strategies to guide them toward success. Whether it’s planning for retirement, managing investments, or working through an important financial decision, Becky offers expert advice and support at every step, with a goal of making financial success achievable for everyone she works with.
How Our Wealth Management Services Benefit You
We built our approach around what actually helps clients, not just what’s easy to sell. Here’s what that looks like in practice.
Guidance You Can Trust
As fiduciaries, we’re held to a standard that puts your interests first, always. You won’t get pushed toward a product because it pays us more. Instead, you’ll get advice built around what actually helps you.
Plans Built Around You
No two clients have the same goals, so no two plans should look the same. We take the time to understand where you are and where you want to go, then build a strategy that fits.
A Partner For the Long Term
Life changes, and your plan should change with it. We check in regularly, adjust as your needs evolve, and stay by your side through every stage, so you’re never navigating a big decision alone.
Your Financial Future Starts With Us
It doesn’t matter what stage of the financial journey you’re on, from just getting started, to growing a business, or planning for the retirement you’ve worked hard for. Wherever you are, our ongoing planning, asset management, and project-based services are built to meet you there. We’re proud to serve clients across Colorado Springs and beyond, and we’re always here when you need us. Reach out today and let’s talk about what’s next for you.