Trusted External Partners

Professionals we trust, outside of Sparrow Financial

In some situations, the right decision involves expertise beyond financial planning.

Below is a curated list of independent professionals we’ve come to trust through experience across insurance, estate support, real estate, and more.

Each of these individuals operates their own business and is not affiliated with Sparrow Financial. We share these connections to help you move forward with clarity, while maintaining full transparency around who you’re working with.


  • Shelley Essery, CEA | Executor Preparedness Specialist

    Helps you organize and prepare your executor so your final wishes are carried out clearly, confidently, and with less stress for your family.

  • Johnny Mavrikos | Insurance Specialist

    Helps you understand your coverage options and ensure the right protections are in place to support your financial plan.

  • Bitty Berlinghoff - Easy Originals | Web Designer

    Helps you create a clear, professional online presence that improves visibility and makes it easier for the right clients to find and choose you.