Shelly is a Fiduciary Investment Advisor Representative, National Social Security Advisor, Insurance Agent, and Client Relationship Manager. In her role, much of her time is spent developing and maintaining existing and prospective client relationships. She utilizes lead generation, arranges meetings, answers questions and concerns, and continually seeks solutions to any questions that come to her attention. Shelly also develops and sustains professional associations to enhance customer service for our clients and team. She is passionate about women’s empowerment and education. She re-entered the work force in a support and marketing position and realized her gift in client relationship management. Realizing her blessings, she has made it her mission to help others by becoming a financial advisor with her focus on empowering others through education and being available and present for her clients and prospective client’s growth and success.
Each day, Shelly aims to ensure our clients receive exceptional customer service. She helps prioritize our client's goals by listening intently, facilitating requests, and implementing needed strategies to assist while keeping our clients informed and educated. She makes herself available to our clients and team members with open, timely, and positive communication.
Shelly earned an Associate of Art degree in Business Administration, a Bachelor of Science degree in Business Management, and holds the professional designations of Series 65, 2-15, and NSSA. Shelly also passed the SIE (Securities Industry Essentials) exam. She is currently preparing for the Series 6 exam.
Shelly loves spending time with family and friends, homemaking, cake decorating, and traveling. She considers herself incredibly lucky to have a great support system in her family and close friends and a career that fulfills her, which she thoroughly enjoys.