Shari ShenkmanLead Tax Preparer & Planner

    Shari is a Simsbury resident where she lives with her husband, son, and daughter and has been an active member of the community in athletics, music, and theater in Simsbury Public Schools and Summer Youth Programs.

    She comes to Milestone Asset Management Group with a vast array of experience since her graduation from the University of Hartford in 1984.

    She has over 13 years of public accounting experience focusing on the individual, partnership, and corporate tax preparation. Additionally, she has extensive QuickBooks experience, payroll, and taxpayer resolution cases in which she has worked on many collection situations and audits. Shari spent 8 ½ years at the Internal Revenue Service in both the Manhattan and Hartford districts, where she performed a multitude of various audits, piloted a new software, was an On the Job Instructor, and worked on several criminal cases.

    Shari is looking forward to being part of the Milestone team and serving our clients’ needs.

    Welcome to Milestone Asset Management Group

    Milestone Asset Management Group is a Fee-Only wealth management firm headquartered in Avon CT, that offers Financial Planning and Wealth Management services with a focus on small business retirement plans and independent professionals & their families with $250,000 of investable assets.