Sharon Goeckner CPA, CFP®
Sharon brings decades of experience in tax and financial planning to her role as a financial advisor. At Goeckner Financial, Sharon focuses on building trusted client relationships, developing thoughtful financial plans, and educating clients on strategies that fit their lives. Her background in tax planning brings an added layer of insight to her work, allowing for a well-rounded approach to financial decision-making.
Sharon holds a Bachelor’s Degree in Finance from Southern Illinois University in Edwardsville.
She began her career as a Certified Public Accountant (CPA), working at another tax practice for 12 years before founding Goeckner Accounting, Inc. Her desire to offer more comprehensive financial guidance led her to become a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) in 2001 - a designation that reflects training in key areas such as retirement planning, investments, insurance, and estate strategies.
She and her husband, Dean, are proud parents of four grown children and grandparents to two. Outside of work, she enjoys spending time with family and friends, traveling, catching broadway shows, and recently picked up a new hobby - golfing.