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 providing tailored financial planning and investment management that align with her clients’ unique goals. Shari is dedicated to helping clients build wealth, mitigate risks, and create strategies that adapt to their changing needs. Based in Colorado Springs, she takes pride in offering clear, practical guidance, empowering clients to make confident financial decisions that support their long-term success.

With over a decade of experience in the financial industry, Becky Miller is dedicated to helping individuals and small businesses achieve their financial goals. She is committed to understanding each client’s unique needs and crafting personalized strategies to guide them toward success. Whether it’s planning for retirement, managing investments, or navigating important financial decisions, Becky provides expert advice and support at every step. Her goal is to make financial success accessible and achievable for everyone she works with.