About Shelly
After beginning my financial career in lending, I soon realized quickly that many people, no matter how much money they had, needed more information and better guidance to lead them to financial success. So, 20 years ago, I changed careers to become a financial professional. Ever since then, I have been focused on helping people transition financially to the next phase of their lives – and stay on track once they get there successfully.
I have experience working with a variety of different individuals including pre-retirees, retirees, business owners, farmers and ranchers, women, and professionals. Services provided include retirement planning, income distribution planning, small business planning, estate and legacy planning, investments, insurance, wealth management through time tested principles, investments and insurance.
Core Values
Collaboration
Communication
Dependability
Trustworthiness
