Sharon Bullock

Sharon brings more than 30 years of experience advising businesses across a range of sizes, ownership structures and stages of growth, including closely held and investor-backed businesses. She also advises high-net-worth individuals on tax strategy and compliance, business succession and growth, and complex financial matters. 

With a career spanning tax and health care consulting at local, regional and Big 4 firms, her diverse background has shaped her into a well-rounded advisor with a deep understanding of the challenges businesses face across various industries. Combining technical tax expertise with practical business insight, she helps clients navigate complexity and achieve their goals.

Sharon builds enduring client relationships grounded in trust, helping businesses grow while guiding owners, executives and their families toward long-term financial success. She values the opportunity to help clients build on their success, prepare for what’s next and preserve their legacies.