Sharon Wellman

Sharon Wellman

Executive Assistant

Sharon Wellman

Every office needs a guardian angel watching over all the things that are easy to miss. At Note, we have Sharon. From way, way on down in Augusta, Georgia, Sharon works to keep Note’s communications channels flowing, whether it’s social media, email campaigns, or Tom’s busy calendar. Whatever it is, we don’t worry about it when Sharon’s keeping watch.

Sharon started her public life working for the Georgia State Government in Human Services and Law Enforcement. After 20+ years of public service, she moved to virtual assistant-ing in 2014, working for a firm that transitioned intellectually- and developmentally-disabled adults to family-style community homes. Her long history of helping people get where they need to go was one reason we knew she was the right fit here at Note. Sharon holds a degree in Human Resource Management from Augusta College and is a Notary Public (for those times when you want to sign a document and really mean it).

Sharon loves being outdoors with her family: a husband of 22 years, five adult children, and one (so far!) cute little 3-year-old grandson. They love cooking out and camping together, and golf in its two primary forms: vanilla and frisbee. Sharon loves Marilyn Monroe (who doesn’t?!), Stevie Nicks and Tom Petty on vinyl, and if she ever got her hands on an actual VW bus, she’d never stop wearing tie-dye and driving it around.


Latest News from Note:

  • If you don’t look at it, it won’t change

    Some things will never change. Certainly seems to be true when it comes to talking about, or not talking about … money. Centuries have passed since the first use of money, and yet money remains a taboo subject. A subject for many to be avoided at all costs. Conversations involving money are uncomfortable because of their……

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  • Divorce – a self-fulfilling prophecy of misery or salvation?

    Frustration builds as your bank account bleeds… It bankrupts your patience and any remaining good sense. You probably wonder, “What the hell am I paying for?” Divorce is hard.  It’s complicated, overwhelming, and heart wrenching. It’s painful, scary, intimidating, and maddening. It’s also quite costly. The pressure is on to make decisions … big decisions……

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  • 5 Myths of Tax Planning

    They say all you need to survive is food, shelter, and love. I think they forgot tax planning. It doesn’t have the kind of marketing that love gets, but it’s the most unbelievably useful financial practice you might never have heard of. Picture this: over the past 40 years you have been stockpiling savings into……

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  • 7 Myths about Wealth Coaching

    Rebel. Rescuer. Magician. You probably have an instant picture of the word and what it means. The same could be true of “wealth coach.” Problem is, most people don’t know what a wealth coach is or does … and when they find out, they either want to dive right in, or run. If you’re a……

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  • Happiness Is Not a Reward

    “Money is the key to happiness.” Do you believe that? Be honest.  As I scroll through social media, watch videos, and listen to podcasts, very few are willing to admit that money is in fact the key to their sense of happiness. Even those that regard themselves as “spiritual”, can’t or won’t admit that their……

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  • Resources for Inspiration

    Navigating the family business landscape can feel treacherous, complicated, and overwhelming at times. Luckily, you’re not alone. Tom, Erik, and Mike have compiled their favorite resources for individuals searching for inspiration. Read Trapped in the Family Business “How do individuals get trapped in their family business? What are their options? Why don’t they just leave?……

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