Shelley is a managing partner in the office. With over 25 years experience, she is well equipped to ensure the team operates effectively and handles all of our clients’ needs. She works closely with her team to develop financial strategies and meets with her clients on a regular basis. Shelley is a Certified Financial Planner, professional and holds an Elder Planning Counselor designation. Shelley is available for private consultation and public speaking engagements. Follow me on:
Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.