Outside of work, you’ll likely find her with family & friends, helping her husband with his construction business, at their cabin on Lake Delhi, serving as a Board member to a local non-profit organization, at the gym, or in the kitchen … she definitely likes to keep herself busy!
As an Operations Specialist, Shelly will focus mainly on advisory operations and processing. With over 13 years of experience in the securities industry, she finds her greatest strengths are meticulous attention to detail, and taking time to fully understand the process and procedures set in place. She also enjoys the challenge of reviewing processes and procedures, to ensure the workflow is most efficient for everyone involved.
Her experience from working as an Operations Manager for 11 years, to a Wealth Manager Advisor’s Administrative Assistant, ensures that she truly understands the ins and outs of the securities industry and how things flow from start to finish.
Shelly is currently securities licensed, holding her Series 6 and 63.