RESUME

For more than twenty years, Shelley has served a diverse clientele with her conservative analytical skills, comprehensive custom financial plans, portfolio design and management.

Specializing in helping people gain overall financial security, Shelley focuses on developing a custom financial 'road map' which can lead to better cash flow practices, managing portfolio volatility, and financial confidence. She has developed a strong business working with couples, small business owners, and women in transition.

Shelley's unique, holistic approach makes her an ideal choice for detailed financial analysis and investment advice.
  • CERTIFIED FINANCIAL PLANNER™ since 1993
  • Accredited Investment Fiduciary® since 2006
  • Registered Investment Adviser
    • California State Department of Corporations
  • Registered Representative with Commonwealth Financial Network:
    • Full Stock Brokerage Services Available
  • National Football League
    • Registered Player Financial Adviser
  • Member:
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This communication is strictly intended for individuals residing in the states of
AZ,CA,CO,FL,HI,MD,MN,NM,NY,OR,UT,VA,WA,WI.
No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

Securities offered through Commonwealth Financial Network®, Member FINRA, SIPC
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