Our Team

I am incredibly proud to be a Financial Advisor with Wells Fargo Advisors and partner with families and local businesses in our community. What has attracted me to being a financial advisor is the ability to be a loyal and unbiased consultant that extensively understands what is most important to my clients. Through my established process, we build a personalized strategy to help achieve short-term, long-term, and even intergenerational goals. We will then partner together to help you stay on track throughout your financial journey.

I pride myself on being able to access the only inaccessible asset for my clients… TIME!

Be in control of your day to day, spending your time knowing that you are on track with what is important to you with us on your team. Be relieved you are prepared for unexpected expenses, a workplace disability, a long-term care event, or a loved one passing to soon. Be excited that you can retire earlier than expected, travel the world, pursue that business venture, buy that next dream home, or just know your wealth is growing faster than you can spend it.

Put yourself in the driver’s seat, and I will be your guide helping you reach your destination in the most efficient and effective way possible.

Let me share a little about myself. I grew up only a stone’s throw away in Mechanicsburg, PA. I attended college at the Pennsylvania State University at the Capital Campus in Middletown, PA. I had the pleasure of servicing in the US Army Reserves as a Military Police Officer, achieving the rank of Captain. My wife, Victoria, and I now reside in wonderful Hummelstown, PA, where we enjoy spending time with our Husky-Shepherd puppy, Nova, and our cat, Winnie. We enjoy cooking new and exciting dishes together and can never say no to a good board game… the more complicated the better.

I look forward to meeting and exploring the opportunity for new relationships, and providing those folks with the personal service and attention that they deserve. I will leave those readers with a final thought, a call to action; I charge you with taking that first step. Reach out to me and tell me about your personal goals – your reason why – and I will share with you how I can help you get there.

With over a decade of experience in the investment industry, Shelley has been able to serve financial advisors and their clients with knowledge, warmth, and conscientiousness.  Her Master’s Degree in Business Administration with a Concentration in Finance from DeSales University not only allows her to enhance her operational support, but invites thorough insight into the business development facets of her team’s goals.

Shelley started her career in Finance in 2010 serving two years at a TD-Ameritrade-affiliated RIA firm in Reading, PA, and went on to build upon that foundation in 2014 by joining Ameriprise Financial, earning her FINRA Series 7, Series 66, and Resident Producer insurance licenses.  After graduating from her MBA in 2023, she joined Wells Fargo Advisors to strengthen her expertise and further delve into her interests of specializing in Financial Advisor onboarding, and business analysis.

Shelley resides in Bethlehem with her husband, and they enjoy hiking, lifting weights, traveling, and cooking delicious meals together. Shelley is an avid bookworm and will eagerly read just about anything, an experience she usually pairs with a freshly steeped cup of tea.