Sharon Santopadre, CPA, FPQP™
Director of Client Experience
A seasoned financial services professional with nearly three decades of experience, Sharon Santopadre is truly working her dream job every day as she strives to help turn clients’ retirement dreams into a reality.
At Creidim, Sharon assists in constructing portfolios to help clients address their values, goals and personal idea of financial success while ensuring they are optimized for any tax environment.
More than just a credentialed paraplanner, Sharon serves as a financial guide, helping clients who are uncertain about the next step. Sharon begins by talking to clients as people and really understanding their lives, hopes and dreams. She then helps ensure that every client feels welcome, safe and prepared for whatever lies ahead.
Sharon has mastered this.
A 1994 graduate of Northern Illinois University, she was the president of Beta Alpha Psi, the national accounting fraternity.
In March 2011, Sharon began working with Todd as an associate at Wintrust. Before that, she worked at McGladrey & Pullen, Kemper Financial, and United Rentals.
Sharon is a fully registered associate and skilled paraplanner with experience in both financial advice and accounting. This means not only is Sharon a caring and compassionate advocate for clients, she is an asset in any room she enters.
Sharon and her husband Paul have three children, Justin (23), Kevin (21), and Nicole (17). When she isn’t working, Sharon is an avid Chicago Blackhawks fan, who never misses a game. In addition to hockey, she enjoys a nice glass of wine on the patio with a good book, craft beer, and small wood finishing projects.