Shari Moehlenkamp

Vice President, Finance

As Vice President of Finance, I manage Legacy’s finance department, including everything from payroll to accounts payable to budgeting and financial analysis.

It’s a constant challenge to implement systems and processes that don’t overburden our people, but give us the information we need to efficiently manage our business. That’s what I love about my job. I’m constantly looking for new ways to improve our information flow and ensure that we have accurate and up-to-date financial data to share with account teams and management. In my position, I also try to maintain the delicate balance of doing what’s best for our clients and right for Legacy. 

We treat our clients’ money as if it’s our own and this requires complete objectivity and a client-minded focus.

You probably won’t hear many CPAs boast about their workplace and corporate culture but that’s probably because they aren’t surrounded by tremendously fun, diverse and creative people. Working at Legacy has provided me with a stimulating and collaborative environment. I’m lucky because I love what I do and where I do it.