SHARER MCKINLEY GROUP - Key Persons
Colton Cockerell is a financial advisor for Sharer McKinley Group, LLC. His passion is working with people and assisting them in reaching their financial goals through fiduciary, prudent investment advisory services and strategies. Since joining the Sharer McKinley team, his role as an investment advisor is focused on the design and implementation of retirement plans for his trusted clients. He also works closely with younger families advising on the importance of saving for college through tax-advantaged investments.
Cockerell began his financial career working as Director of Operations with Sharer McKinley Group, LLC in 2013. While in this role, he was responsible for servicing and communicating with many diverse clientele. Because of this, he was able to learn, grow and develop the skills necessary to perform each task at a high level while understanding the importance of giving every client the time and attention necessary to achieve all of their pre and post retirement goals.
Cockerell is a graduate of the University of Houston - Clear Lake with a degree in Finance. Outside of the office, he volunteers at Bay Area Church in the worship and youth ministries and enjoys golfing, hiking and being outdoors.
Tim has been helping retirees reach their goals for over 20 years. He's thoroughly familiar with the issues that affect seniors during retirement. With quality service and honest, experienced advice, he helps them meet those issues head on, and plan for lasting financial independence. He can do the same for you.
Away from the office, Tim Sharer volunteers his time helping high school and college students make the transition from adolescence to adulthood. He challenges them to search within themselves, to ask the crucial questions: