Sharon D. Mallory

Chief Executive Officer (CEO)

Sharon is the visionary and CEO of SDM Investments, LLC.  Ms. Mallory is responsible for defining and maintaining the direction of SDM and ensuring that client’s financial planning needs are being met at the highest level of fiduciary responsibility. Sharon served as a commanding officer in the United States Army several years prior to entering the financial industry in 1992. In 1992, she joined Waddell & Reed financial services and remained with the firm for 14 years.  She has an extensive background in leadership and sales.

Sharon attended Purdue University Lafayette where she received her BA degree prior to pursuing advance degrees at Chicago State University and the University of Colorado’s School of Financial Planning.  Ms. Mallory received her Chartered Mutual Fund Counselor (CMFC) designation from the University of Colorado. She holds her FINRA series 6, 63, 65 securities licenses and Life and Health licenses in various states in which the firm is registered.

She is a speaker and presenter and author of Drama, Dollars, and Dreams: A Diva's Guide to Financial Planning.

Phone 219-981-6068