Summit Planning Group

CONNECT

Address:

3071 Voyager Dr
Suite A
Green Bay, WI 54311

Phone:

(920)884-9000

Sharon Noel

Sharon Noel

Chief Compliance Officer/Concierge

Sharon was born in Green Bay, Wisconsin and has lived here her entire life.  She graduated from Preble High School in 1985 and from Northeast Wisconsin Technical College in 1987 with an Associate Degree in Business Administration.

Sharon joined Summit Planning Group in March 2002 and is the Concierge and Chief Compliance Officer.  Sharon has over 15 years experience in the banking industry, holding positions from entry level to various management roles.  Sharon currently has her Series 6, 16, and 63 registrations.

Sharon plays a large role in our “Summit Care” process, making all clients feel a part of the Summit family.   She is responsible for client communications, special events, luncheons, seminars and is our compliance specialist.  Sharon is an integral part of the team at Summit Planning Group.

Sharon and her husband Steve were married in 1992 and have two children.  Tyler graduated from UW-Platteville in May 2016 with a degree in Manufacturing Engineering and is employed with JF Ahern in Fond Du Lac, WI and JillAnne attends UW-Eau Claire studying Kinesiology.  Sharon and Steve are blessed to watch their children grow into young adults and fulfill their dreams and goals in life.  She also helps families during the loss of a loved one by volunteering at The Hansen Family Funeral Home and Crematory and Unity Hospice.  Sharon is a past member of the Bellevue Optimist Club.

Sharon enjoys Bible study, walking her dogs-Duke and Louie, four-wheeling, snowmobiling, downhill skiing and spending time with family and friends at their cabin.

 

 

Phone (920)884-9000
Fax (920)884-9019
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck