By: Jacob Kessler
THE VILLAGE REPORTER
jacob@thevillagereporter.com
In 2021, Shari Wyse created the Wyse Financial Group. Located at 201 Ditto Street, the company is a full-service financial planning and investment firm.
Shari is local to the area and grew up in Pettisville. She and her husband Ryan have three boys together, Mason, Jaxon, and Jadyn, along with their dog Harley. Before creating and owning Wyse Financial, Shari’s experience began back in college.
She received her bachelor’s degree in finance and marketing from Defiance College. From there she went and worked in banking as a financial advisor for 17 years.
In addition to her degree, Shari also holds a FINRA Series 7 and Series 66 Securities Registration, maintains a Life, Health, and Annuity license for the State of Ohio, and is a Certified Financial Planner.
Shari is now able to use both her experience and certifications to help better people’s lives financially. “What we do is, we meet with clients, and we help them in one of two ways. With investments they want to get started with, or the maintaining of personal finances.”
“We help them to understand their money and the complex things going on, and we simplify it and help them. We make sure they understand their money and make it work for them,” said Shari Wyse.
Shari also explained that she had always wanted to help people in this way, and that after working at a bank for so many years, it was time to create her own business.
“I think I just wanted to really control the way I meet with clients. I wanted to be able to give them the client experience I’ve always wanted them to have.”
“With this being my business, I can create everything they see, feel, and experience when they walk into Wyse Financial Group.”
“With the changes happening at the bank, I looked at where I want to be in 30 years, and I made the move to go out on my own and create a business I wanted to work at.”
Shari also went on to explain that is also an advocate for women’s finances and has worked hard to succeed in a male-dominated space. “I always try to tell people, especially other women, don’t let fear hold you back.”
“I advocate for women to understand their finances and be involved in them. A lot of times their husband takes care of things, or they don’t understand it. I encourage women to learn more about them and not let fear hold them back.”
“The industry is male dominated. I have had to work through that from a very young age. I would tell other women to not let that deter you. You can be able to succeed in a male-dominated area.”
“You can do it just as good and really well. I also believe that being a woman brings another touch to the financial sector. I am able to relate to people well, connect with them, and relate to them on a personal level.”
Shari also has two employees who help with clients. Client Service Manager Jessica Rivera and Planning and Project Manager Doris Green.
Shari Wyse and Wyse Financial Group have also received several awards, including the Top 100 of Money Concepts Advisors award, the Sustainable Growth Award, and the Apex Award.
Additionally, Shari and her company help give back to the local community in many ways. Some organizations she has supported are Archbold Youth Sports, the Pettisville Athletic Boosters and Pettisville School Foundation, the Pettisville Parks and Recreation, Ladies Conquering Cancer Gala, and the Defiance Area Foundation to name a few.