Sharon H Dykhouse

CRPC, CRPS, Associate Vice President, Financial Advisor

Contact Me
Sharon H Dykhouse

MY MISSION STATEMENT

Experience, intellectual capital and dedicated personal service to help you meet your life goals

My Story and Services

My Story

I believe smart planning starts with asking the right questions, as well as understanding the financial needs and goals of my clients.  Only then can I provide a cohesive wealth management plan for the future.  It’s not my practice, for example, to discuss education funding without considering its impact on retirement planning.  Nor does it make sense to talk about an investment plan without first discovering what the investments need to pay for, i.e., a second home, a business start up, or a child’s first down payment.  You don’t separate your finances from your life; as your Financial Advisor, I won’t either.

Retirement planning is a main a focus of my business.  I assist in creating comprehensive financial strategies for corporate retirement plans, retired workers and individuals.  By creating visibility and accountability in clients’ financial profiles, I help clients meet their goals while managing risk.

Access to Private Banking >

Services Include

  • Wealth Management
  • 401(k) Rollovers
  • Annuities
  • Corporate Retirement Plans
  • Defined Contribution Plans
  • Divorce Financial Analysis
  • LGBT Planning Services
  • Planning for Special Needs Individuals
  • Qualified Retirement Plans
  • Retirement Planning
  • Trust Accounts
  • 529 Plans
  • Asset Management
  • Financial Planning
  • Planning for Education Funding
  • Sustainable Investing

Securities Agent: CA, FL, MI, NC, TN, TX, WI, WV; General Securities Representative; Investment Advisor Representative

NMLS#: 1252971


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Community Involvement

Community Involvement

I am passionate about giving back to the community.  I am a past President of the Ada Christian School Education Foundation, and a current member of the Wedgewood Christian Services Foundation.  I also serve as a chair on a committee with inForum – a women’s executive networking organization.

I am also passionate about exercise – I just love it.  I started running a few years ago and have completed several half marathons and the Fifth Third 25K race several times.  Until an injury sidelined me, my goal was to complete a full marathon.  

My Family

My Family

I have been married for eighteen years to my husband, John. We have four wonderful children.  John’s daughter recently moved to Southern California to start her career in the real estate industry.  Our three younger children are currently students at Grand Rapids Christian High School and Ada Christian School.  The children keep us very busy with all of their school, church and sports activities. 

Client Service Team

Client Service Team

Rebekah Sessa

Portfolio Associate


Becky has over 17 years of experience in the financial services industry and has been with Morgan Stanley since 2012.   She is fully licensed and able to assist with all of your service and administrative needs.    Becky has two grown children and loves to spend time her dogs and to ride her motorcycle. 

Education

Education

  • Calvin College
  • Western Michigan University
  • College for Financial Planning

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.

  • Asset management
  • Traditional investments
  • Alternative Investments
  • Impact Investing

Family

Creating customized financial strategies for the challenges that today's families face.

  • Estate Planning
  • 529 Plans / Education Planning
  • Long Term Care Insurance
  • Trust Services and Accounting

Retirement

Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

  • 401(k) Rollovers
  • IRA Plans
  • Retirement income strategies
  • Annuities

Business Planning

Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Corporate Pension Funds

Philanthropy

Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing

Ready to start a conversation? Contact Sharon H Dykhouse today.

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