Understanding your financial goals and as they integrate into your life goals defines the foundation of my work. Clients have expressed this approach as well focusing upon them personally, in identifying their situation and concerns and in clearly communicating suggested solutions. Utilizing over 40 years’ experience working with clients and continuous education in both investments and planning allows offering a deeper understanding and a greater effectiveness when addressing your needs and concerns. Being among the first 500 Certified Financial Planner™ registrants in the U.S. (now numbering over 75,000) was important as was my original technical degree from M.I.T.

Many client relationships have developed over 30 years and have evolved to be multigenerational from grandparents to their children and grandchildren reflecting this client centered focus. Your questions and comments are always welcome.

Shelley has worked in the financial service industry since 1990 with several national firms, becoming an operations manager with Wells Fargo Advisors Financial Network in 2006.

As the Operations Manager, Shelley is committed to providing exceptional service for our clients. Shelley has Series 7 and Series 63 securities registrations. This background along with her many years of training and experience allows her to speak to and deal with the many administrative issues which arise for our clients.

Shelley is an Iowa native but calls Queen Creek home with her husband Jeff. She enjoys spending time with her grown children and 6 beautiful grandkids.